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Original filing (PDF)20250415163227NAL0003574689001
URBAN RESOURCE INSTITUTE
Form 5500
FILING_RECEIVED
URI EMPLOYEE'S RETIREMENT PENSION PLAN
Defined-contribution retirement plan
Active participants
596
Accounts w/ balance
710
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URBAN RESOURCE INSTITUTE.
Plan sponsor
Name
URBAN RESOURCE INSTITUTE
EIN
11-2561648
Address
205 EAST 42ND ST., 13TH FL · NEW YORK, NY · 10017
Phone
(646) 588-0040
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $49K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA | — | HARTFORD, CT | SERVICE PROVIDER | $636 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.