Urban Strategies Llc 401(k) Plan
Sponsored by Urban Strategies, Llc · EIN 510443590 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 623
- With balances
- 353
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 |
|---|---|---|
| One Day In July Llc CRD 284335 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Day In July Llc | Investment advisory (plan), Direct payment from the plan | $5,270 |
| The Vanguard Group, Inc. | Other fees, Direct payment from the plan, Recordkeeping | $3,165 |