Plan Snapshot
- Plan Sponsor: Urban Land Institute
- Sponsor EIN: 530159845
- Sponsor Address: 2001 L STREET NW SUITE 200, WASHINGTON, DC, 20036
- Plan Type: 403(b)
- Total Participants: 238
- Total Assets: $36.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 238 | $36.5M | $1.5M | $2.5M |
| 2023 | 251 | $29.3M | $1.3M | $2.4M |
| 2022 | 228 | $27.0M | $1.1M | $2.0M |
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 |
|---|---|---|---|---|
| MCGLADREY LLP | AUDITOR | $31,595 | — | $31,595 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $29,442 | — | $29,442 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $11,089 | — | $11,089 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,126
- Estimated Expense Ratio: 0.197% 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 | $74,956 | — | $74,956 | — | — |
| 2023 | $53,525 | $22,688 | $1,716 | — | — |
| 2022 | $40,596 | $21,783 | $10,903 | — | $7,121 |