Plan Snapshot
- Plan Sponsor: Urban Remedy, INC.
- Sponsor EIN: 460823970
- Sponsor Address: 208 S GARRARD BLVD, RICHMOND, CA, 948012001
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 96 | $1.2M | $2,811 | $201,210 |
| 2023 | 92 | $880,540 | $0 | $265,989 |
| 2022 | 151 | $802,751 | $0 | $329,386 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | Other Service Provider | $7,808 | — | $7,808 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,808
- Estimated Expense Ratio: 0.666% 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 | $7,808 | — | — | — | — |
| 2023 | $6,431 | — | — | — | — |
| 2022 | $5,267 | — | — | — | — |