Thomas Love signed Urban Affairs Coalition's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Urban Affairs Coalition's EIN is 23-7046393.
Download the official 2024 Form 5500 (PDF) for Urban Affairs Coalition from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Urban Affairs Coalition's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPAS | 16-1503696 | UTICA, NY | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVATIVE INVESTMENT FIDUCIARIES | 45-3764090 | — | NONE | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price T Rowe Price Capital Appreciation Fund | Mutual Funds | — | — | $951K | 11.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $766K | 9.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $763K | 9.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $729K | 9.1% | |
| The Standard Stable Assets | Other securities | — | — | $581K | 7.3% | |
| PIMCO Rae Fund'tl US Small | Mutual Funds | — | — | $459K | 5.7% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $441K | 5.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $375K | 4.7% | |
| MassMutual Overseas | Other securities | — | — | $323K | 4.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $255K | 3.2% | |
| T Rowe Price T Rowe Dividend Growth Fund | Mutual Funds | — | — | $251K | 3.1% | |
| Thornburg Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $248K | 3.1% | |
| MFS International Growth Fund | Mutual Funds | — | — | $235K | 2.9% | |
| Fidelity Mid Cap Index Instl Prem 713 Hartford Dividend and Growth Fund | Mutual Funds | — | — | $230K | 2.9% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $222K | 2.8% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $206K | 2.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $171K | 2.1% | |
| Alliance Bernstein Alliance Bernstein Small Cap Growth Fund | Other securities | — | — | $154K | 1.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $149K | 1.9% | |
| Vanguard Interm-Term Treasury Fund | Mutual Funds | — | — | $138K | 1.7% | |
| Participants Participant Loans Rate of 4.25 to 9.50% - | Bonds / Notes | — | — | $122K | 1.5% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $29K | 0.4% | |
| JP Morgan JP Morgan Core Plus Bond Fund | Other securities | — | — | $24K | 0.3% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Pioneer Fund | Other securities | — | — | $4K | <0.1% | |
| Black Rock Black Rock Inflation Protection Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
