Plan Snapshot
- Plan Sponsor: Urban Outfitters, INC.
- Sponsor EIN: 232003332
- Sponsor Address: 5000 S BROAD STREET, PHILADELPHIA, PA, 19112
- Plan Type: 401(k)
- Total Participants: 24,239
- Total Assets: $419.8M
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. |
|---|---|---|---|---|
| 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 | $395,392 | — | $395,392 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $83,261 | — | $83,261 |
| MERCER INVESTMENTS LLC | Other Service Provider | $52,132 | — | $52,132 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $530,785
- Estimated Expense Ratio: 0.126% 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 | $530,799 | $135,393 | — | — | — |
| 2023 | $522,656 | $111,846 | — | — | — |
| 2022 | $535,893 | $39,576 | — | — | — |