Plan Ledger DOL Form 5500 · updated monthly

Urban Affairs Coalition403(b)

URBAN AFFAIRS COALITION 403(B) RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
1.04%

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

Urban Affairs Coalition reported $78,920 in plan administrative expenses for 2024: 1.04% of average plan assets, higher than ~75% of peers. Employer contributions averaged $366 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 1.22% to 1.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Pennsylvania (2,527th of 3,651), and 1,869th of 3,341 in other services. In 2024, employees put in $4.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,996,907
Participants with balances447
Active participants434
Employer contributions$158,939
Employee contributions$719,103
Employer contribution per active participant$366
Average account balance$17,890
Benefits paid to participants$701,378
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 447 accts · $159K emplr
2023$7.1M · 365 accts · $167K emplr
2022$5.8M · 414 accts · $163K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,406
Investment management$29,514
Total administrative$78,920
Employer contributions to the Urban Affairs Coalition plan · 2024
Employer contribution per active participant$366
Median for plans this size$1,313
2024$366 per active participant
2023$348 per active participant
2022$346 per active participant

Urban Affairs Coalition's 2024 employer contribution ran below the $1,313 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
BPAS · Contract administrator · Recordkeeping$49,406
INNOVATIVE INVESTMENT FIDUCIARIES · Investment advisory (participants) · Investment advisory (plan)$29,514

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

Recordkeeper by year2
2024BPAS
2023BPAS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,920 · 1.04%
2023$71,830 · 1.11%
2022$76,018 · 1.22%
Same employer
Similar plansOther Services · Pennsylvania
Indian Creek Foundation PA$8.5M · 0.61%
Kuljian Corporation PA$8.3M · 0.51%
Infaith PA$8.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237046393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.