# Urban Land Institute 403(b) Plan
Source: https://planprovider.pro/companies/urban-land-institute-403b-plan

> Urban Land Institute's 403(b) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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