# Urby, LLC 401(k) Plan
Source: https://planprovider.pro/companies/urby-llc-401k-plan

> Urby, LLC's 401(k) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Urby, LLC

- **Sponsor EIN:** 462213406

- **Sponsor Address:** 50 WASHINGTON ST, HOBOKEN, NJ, 07030

- **Plan Type:** 401(k)

- **Total Participants:** 180

- **Total Assets:** $10.1M

## 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|180|$10.1M|$423,603|$1.1M|

| 2023|154|$8.2M|$362,104|$1.0M|

| 2022|144|$5.6M|$174,200|$483,376|

## 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|$9,179|—|$9,179|

| WITHUMSMITH & BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WITHUMSMITH & BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,179

- **Estimated Expense Ratio:** 0.091% 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|$9,179|—|—|—|—|

| 2023|$1,265|—|—|—|—|

| 2022|-$39|—|—|—|—|

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