The Urban Institute Retirement Plan
Sponsored by The Urban Institute · EIN 520880375 · Plan #001
- Total assets
- $330M
- Net assets
- $330M
- Active participants
- 653
- With balances
- 1,821
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $106,605 |
| Mercer | Investment advisory (participants), Direct payment from the plan | $49,307 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $28,130 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |