Plan Snapshot
- Plan Sponsor: Urban Land Institute
- Sponsor EIN: 530159845
- Sponsor Address: 2001 L STREET NW SUITE 200, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 188
- Total Assets: $229,712
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 188 | $229,712 | $2.7M | $502,500 |
| 2023 | 200 | $144,777 | $3.1M | $464,567 |
| 2022 | 177 | $39,570 | $2.2M | $407,816 |
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 MELTZER GROUP INC | Investment Advisor | $152,439 | — | $152,439 |
| CAREFIRST ADMINISTRATORS | Recordkeeper | $109,080 | — | $109,080 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,519
- Estimated Expense Ratio: 113.846% 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 | $266,729 | — | $114,260 | — | — |
| 2023 | $248,156 | — | $242,314 | — | — |
| 2022 | $288,692 | — | $284,610 | — | — |