Urban Land Institute 403(b) Plan
Sponsored by Urban Land Institute · EIN 530159845 · Plan #006
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 238
- With balances
- 377
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcgladrey Llp | Accounting | $31,595 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,442 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $11,089 |
| Admin Partners Llc | Contract administrator | $2,650 |