Plan Snapshot
- Plan Sponsor: Urban Engineers, INC.
- Sponsor EIN: 231575527
- Sponsor Address: 530 WALNUT STREET, PHILADELPHIA, PA, 19106
- Plan Type: 401(k)
- Total Participants: 462
- Total Assets: $101.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 462 | $101.4M | $1.5M | $5.3M |
| 2023 | 442 | $107.4M | $1.3M | $4.7M |
| 2022 | 424 | $96.7M | $1.2M | $4.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $96,209 | — | $96,209 |
| VANGUARD ADVISERS INC. | NONE | $15,120 | — | $15,120 |
| KREISHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- VANGUARD ADVISERS INC. — NONE
- KREISHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,329
- Estimated Expense Ratio: 0.110% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $110,519 | — | — | — | — |
| 2023 | $112,585 | — | — | — | — |
| 2022 | $134,124 | — | — | — | — |