Plan Ledger DOL Form 5500 · updated monthly

Urban Strategies, LLC401(k)

URBAN STRATEGIES LLC 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Urban Strategies, LLC reported $13,345 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $770 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 has held roughly steady near 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,911th of 2,266), and 10,168th of 11,654 in professional & technical services. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,014,638
Participants with balances353
Active participants623
Employer contributions$479,743
Employee contributions$673,609
Employer contribution per active participant$770
Average account balance$11,373
Benefits paid to participants$200,055
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.0M · 353 accts · $480K emplr
2023$2.6M · 289 accts · $395K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,165
Investment management$10,180
Total administrative$13,345
The Urban Strategies, LLC 401(k) match · 2024
Employer contribution per active participant$770
Median for plans this size$1,313
2024$770 per active participant
2023$717 per active participant

Urban Strategies, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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
THE VANGUARD GROUP, INC. · Recordkeeping$3,165
ONE DAY IN JULY LLC · Investment advisory (plan)$5,270

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history2
2024$13,345 · 0.41%
2023$8,373 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Virginia
The Bowen Group VA$4.3M · 0.78%
Heartland Energy Partners VA$4.1M · 1.02%
Xcorp Solutions, Inc VA$4.0M · 0.98%
Kaztronix, LLC VA$4.0M · 0.34%
Hungry Marketplace, Inc. VA$3.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510443590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.