Plan Ledger DOL Form 5500 · updated monthly

Urban Land Institute403(b)

URBAN LAND INSTITUTE 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Urban Land Institute reported $74,956 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $6,218 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 rose from 0.16% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 221st-largest of 618 plans among District of Columbia employers on file, and the 383rd of 2,096 in real estate & leasing. In 2024, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,528,588
Participants with balances377
Active participants238
Employer contributions$1,479,942
Employee contributions$2,510,597
Employer contribution per active participant$6,218
Average account balance$96,893
Benefits paid to participants$1,859,296
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$36.5M · 377 accts · $1.5M emplr
2023$29.3M · 371 accts · $1.3M emplr
2022$27.0M · 337 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,956
Total administrative$74,956
Employer contributions to the Urban Land Institute plan · 2024
Employer contribution per active participant$6,218
Median for plans this size$2,416
2024$6,218 per active participant
2023$5,336 per active participant
2022$4,879 per active participant

Urban Land Institute's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
MCGLADREY LLP · Accounting / audit$31,595
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$11,089
ADMIN PARTNERS LLC · Contract administrator$2,650

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$74,956 · 0.23%
2023$53,525 · 0.19%
2022$40,596 · 0.16%
All plans at this employer2
URBAN LAND INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN401(k)
URBAN LAND INSTITUTE 403(B) PLAN403(b)
Same employer
Similar plansReal Estate & Leasing · District of Columbia
Madison Realty Corporation DC$50.8M · 0.08%
William C. Smith & Co. DC$35.4M · 0.51%
The John Akridge Company DC$35.1M · 0.46%
Rga, Inc. DC$29.1M · 0.38%
Rise Companies Corp. DC$26.6M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530159845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.