Plan Ledger DOL Form 5500 · updated monthly

Udr, Inc. and Its Affiliated Companies401(k)

UDR, INC. 401(K) PLAN · HIGHLANDS RANCH, CO · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Udr, Inc. and Its Affiliated Companies reported $140,781 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,673 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.19% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 118th-largest of 1,461 plans among Colorado employers on file, and the 108th of 2,096 in real estate & leasing. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has grown from 1,218 to 1,367 since 2022.

Plan summary
Net assets, end of year$113,980,006
Participants with balances1,356
Active participants1,367
Employer contributions$2,287,505
Employee contributions$7,104,028
Employer contribution per active participant$1,673
Average account balance$84,056
Benefits paid to participants$8,759,863
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$114.0M · 1,356 accts · $2.3M emplr
2023$96.2M · 1,195 accts · $2.1M emplr
2022$76.2M · 1,191 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$129,837
Investment management$10,944
Total administrative$140,781
The Udr, Inc. and Its Affiliated Companies 401(k) match · 2024
Employer contribution per active participant$1,673
Median for plans this size$3,635
2024$1,673 per active participant
2023$1,736 per active participant
2022$1,536 per active participant

Udr, Inc. and Its Affiliated Companies's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$129,837
COOK STREET CONSULTING INC. · Investment advisory (plan)$10,944

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$140,781 · 0.13%
2023$172,828 · 0.20%
2022$161,404 · 0.19%
Same employer
Similar plansReal Estate & Leasing · Colorado
Prologis, L.P. CO$589.4M · 0.04%
M.D.C. Holdings, Inc. CO$158.8M · 0.10%
Apartment Income Reit Corp. CO$113.8M · 0.07%
Mercy Housing, Inc. CO$96.4M · 0.31%
Re/Max, LLC CO$76.4M · 0.19%
Simpson Housing Lllp CO$72.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540857512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.