Urban Outfitters, Inc. 401(k) Savings Plan
Sponsored by Urban Outfitters, Inc. · EIN 232003332 · Plan #002
- Total assets
- $420M
- Net assets
- $418M
- Active participants
- 24,239
- With balances
- 7,469
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $395,392 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $83,261 |
| Mercer Investments Llc | Investment advisory (plan) | $52,132 |