Back to filter
Original filing (PDF)20250509102126NAL0021285504001
URBAN RETAIL PROPERTIES, LLC
Form 5500-SF
FILING_RECEIVED
URBAN RETAIL PROPERTIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
85
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URBAN RETAIL PROPERTIES, LLC.
Plan sponsor
Name
URBAN RETAIL PROPERTIES, LLC
EIN
26-0877324
Address
925 S. FEDERAL HIGHWAY · SUITE 700 · BOCA RATON, FL · 33432
Phone
(312) 915-2000
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
SYNERGY FINANCIAL, LLC
SYNERGY FINANCIAL, LLC 401(K) PLAN
$10.4M · 112 participants
WESTMINSTER COMPANY
WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN
$10.4M · 162 participants
THE WATERS SENIOR LIVING MANAGEMENT
THE WATERS 401(K) RETIREMENT PLAN
$10.4M · 1,934 participants
DOUBLE DIAMOND MANAGEMENT CORP.
DOUBLE DIAMOND MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN
$10.4M · 435 participants
MATTHEW G. NORTON CO.
MATTHEW G. NORTON CO. 401(K) PLAN
$10.4M · 34 participants
FORWARD MANAGEMENT, INC.
FORWARD MANAGEMENT, INC. 401(K) PLAN
$10.4M · 68 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants