# Urban Health Plan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/urban-health-plan-inc-401k-plan

> Urban Health Plan, INC.'s 401(k) plan: 954 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Urban Health Plan, INC.

- **Sponsor EIN:** 237360305

- **Sponsor Address:** 1231 LAFAYETTE AVENUE SB, BRONX, NY, 104745343

- **Plan Type:** 401(k)

- **Total Participants:** 954

- **Total Assets:** $64.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|954|$64.9M|$1.8M|$4.0M|

| 2023|867|$55.3M|$1.7M|$3.8M|

| 2022|853|$45.5M|$1.6M|$3.7M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$281,606|—|$281,606|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $281,606

- **Estimated Expense Ratio:** 0.434% 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|$281,606|—|$281,606|—|—|

| 2023|$230,967|—|$230,967|—|—|

| 2022|$188,587|—|$188,587|—|—|

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