Plan Snapshot
- Plan Sponsor: Urban Strategies, LLC
- Sponsor EIN: 510443590
- Sponsor Address: 1550 WILSON BLVD, ARLINGTON, VA, 22209
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $4.0M
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 | 623 | $4.0M | $479,743 | $673,609 |
| 2023 | 551 | $2.6M | $395,229 | $526,012 |
| 2022 | 511 | $1.5M | $353,741 | $470,303 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,345 | $10,180 | $3,165 | — | — |
| 2023 | $8,373 | $4,473 | $3,900 | — | — |
| 2022 | $6,754 | $2,299 | $4,455 | — | — |