Plan Ledger DOL Form 5500 · updated monthly

Urban Renaissance Group, LLC401(k)

URBAN RENAISSANCE 401(K) PLAN AND TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Urban Renaissance Group, LLC reported $27,745 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,938 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 0.13% to 0.10%. 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 540th-largest of 1,714 plans among Washington employers on file, and the 468th of 2,096 in real estate & leasing. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has shrunk from 216 to 183 since 2022.

Plan summary
Net assets, end of year$29,270,341
Participants with balances262
Active participants183
Employer contributions$903,674
Employee contributions$1,971,277
Employer contribution per active participant$4,938
Average account balance$111,719
Benefits paid to participants$1,803,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 262 accts · $904K emplr
2023$24.9M · 268 accts · $967K emplr
2022$19.0M · 268 accts · $826K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,745
Investment management$25,000
Total administrative$27,745
The Urban Renaissance Group, LLC 401(k) match · 2024
Employer contribution per active participant$4,938
Median for plans this size$2,416
2024$4,938 per active participant
2023$4,650 per active participant
2022$3,823 per active participant

Urban Renaissance Group, LLC'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 · 20241
HOHIMER WEALTH MGMT LLC · Investment advisory (participants)$25,000

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$27,745 · 0.10%
2023$27,838 · 0.13%
2022$27,876 · 0.13%
Same employer
Similar plansReal Estate & Leasing · Washington
Star Industries, Inc. WA$42.7M · 0.01%
Kidder Mathews Inc. WA$35.9M · 0.43%
Mmgl Holdco LLC WA$30.5M · 0.11%
Sabey Corporation WA$24.9M · 0.24%
Clise Agency, Inc. WA$20.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205347374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.