Plan Snapshot
- Plan Sponsor: Urban Outfitters, INC.
- Sponsor EIN: 232003332
- Sponsor Address: 5000 S BROAD STREET, PHILADELPHIA, PA, 19112
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 27,598
- Total Assets: $516.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 27,598 | $516.7M | $0 | $0 |
| 2024 | 24,239 | $419.8M | $9.7M | $34.6M |
| 2023 | 21,068 | $350.4M | $8.6M | $30.6M |
| 2022 | 19,153 | $271.9M | $7.8M | $27.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $399,748 | — | $399,748 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $107,189 | — | $107,189 |
| MERCER INVESTMENTS LLC | Other Service Provider | $72,040 | — | $72,040 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $578,977
- Estimated Expense Ratio: 0.112% 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 |
|---|---|---|---|---|---|
| 2025 | $35,888,350 | $107,189 | — | — | — |
| 2024 | $530,799 | $135,393 | — | — | — |
| 2023 | $522,656 | $111,846 | — | — | — |
| 2022 | $535,893 | $39,576 | — | — | — |