How big is Urban Resource Institute's plan?

Urban Resource Institute's plan reported $15.9M in assets and 596 participants for 2023.

Original filing (PDF)20250415163227NAL0003574689001

Urban Resource Institute

Name: Urban Resource Institute — URI Employee's Retirement, Form 5500 (2023)
Creator: Urban Resource Institute
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

URI Employee's Retirement Pension Plan

Defined-contribution retirement plan · Urban Resource Institute's URI Employee's Retirement Pension Plan held $15.9M in plan assets for 596 participants in 2023, with Mutual of America as recordkeeper.

Signals · 1

Late participant contributions

Active participants

596

Accounts w/ balance

710

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

People on this filing

Anthony Edwards signed Urban Resource Institute's 2023 Form 5500 as plan administrator.

Anthony Edwards — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Urban Resource Institute's EIN is 11-2561648.

EIN 11-2561648

Plan number 001

Plan year 2023

ACK ID 20250415163227NAL0003574689001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Urban Resource Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Urban Resource Institute's plan includes ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for URBAN RESOURCE INSTITUTE.

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 67K (4% of contributions).

Plan sponsor

Name

URBAN RESOURCE INSTITUTE

EIN

all filings

Address

205 EAST 42ND ST., 13TH FL · NEW YORK, NY · 10017

Phone

(646) 588-0040

Industry

Health Care & Social Assistance

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	RECORDKEEPER	$49K	—
VOYA	—	HARTFORD, CT	SERVICE PROVIDER	$636	—

Investments

38 direct securities· $18.8M(100% of reported assets)

Other securities

$12.7M

20 holdings

Mutual Funds

$4.7M

11 holdings

Common Collective Trusts

$837K

5 holdings

Bonds / Notes

$380K

1 holding

U.S. Treasuries

$138K

1 holding

					% of plan
MoA Clear Passage 2045 Fund Mutual Fund	Other securities	—	—	$1.7M	10.8%
MoA Clear Passage 2035 Fund Mutual Fund	Other securities	—	—	$1.6M	10.3%
Voya Fixed Account Fully benefit-responsive investment contract	Other securities	—	—	$1.5M	9.6%
. MUTUAL FUND Mutual of America Vanguard Treasury Money Market Investor	Mutual Funds	—	—	$1.3M	8.2%
Vanguard Treasury Money Market Fund Investor Mutual Fund	Mutual Funds	—	—	$1.3M	8.1%
MoA Clear Passage 2025 Fund Mutual Fund	Other securities	—	—	$1.0M	6.4%
MoA Clear Passage 2055 Fund Mutual Fund	Other securities	—	—	$931K	5.8%
. MUTUAL FUND Mutual of America MoA Clear Passage 2055 Fund	Other securities	—	—	$926K	5.8%
Vanguard International Growth Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$781K	4.9%
MoA Clear Passage 2040 Fund Mutual Fund	Other securities	—	—	$747K	4.7%
Cash 34 * MoA Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$621K	3.9%
T. Rowe Price Blue Chip Growth Fund I Class Mutual Fund	Other securities	—	—	$592K	3.7%
PIMCO Real Return Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$567K	3.6%
. MUTUAL FUND Mutual of America PIMCO Real Return Instl	Mutual Funds	—	—	$565K	3.5%
MoA Clear Passage 2060 Fund Mutual Fund	Other securities	—	—	$562K	3.5%
. MUTUAL FUND Mutual of America MoA Clear Passage 2060 Fund	Other securities	—	—	$559K	3.5%
MoA Clear Passage 2030 Fund Mutual Fund	Other securities	—	—	$521K	3.3%
MoA Balanced Fund Mutual Fund	Other securities	—	—	$478K	3.0%
MoA Clear Passage 2050 Fund Mutual Fund	Other securities	—	—	$412K	2.6%
. MUTUAL FUND Mutual of America MoA Clear Passage 2050 Fund	Other securities	—	—	$409K	2.6%
Participant loans Due at various dates through 2029 with interest rates ranging from 4.25% to 9.50% -0-	Bonds / Notes	—	—	$380K	2.4%
MoA Clear Passage 2020 Fund Mutual Fund	Other securities	—	—	$375K	2.4%
MoA Mid Cap Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$163K	1.0%
Calvert Bond Fund Class R6 Mutual Fund	U.S. Treasuries	—	—	$138K	0.9%
. MUTUAL FUND Mutual of America American Funds Washington Mutual R6	Mutual Funds	—	—	$85K	0.5%
MoA Clear Passage 2065 Fund Mutual Fund	Other securities	—	—	$79K	0.5%
. MUTUAL FUND Mutual of America MoA Clear Passage 2065 Fund	Other securities	—	—	$77K	0.5%
. MUTUAL FUND Mutual of America BlackRock Mid-Cap Growth Equity K	Other securities	—	—	$53K	0.3%
Delaware Small Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$49K	0.3%
MFS Mid Cap Value Fud Class R6 Mutual Fund	Mutual Funds	—	—	$32K	0.2%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$25K	0.2%
. MUTUAL FUND Mutual of America Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$25K	0.2%
MoA Small Cap Equity Index Fund Mutual Fund	Common Collective Trusts	—	—	$21K	0.1%
MoA Small Cap Growth Fund Mutual Fund	Other securities	—	—	$20K	0.1%
Dodge & Cox Stock Fund Class I Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
American Funds New World Fud Class R-6 Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$7K	<0.1%
. MUTUAL FUND Mutual of America Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$7K	<0.1%