· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
URBAN DWELL HOMES — URBAN DWELL HOMES 401K PSP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015215331NAL0011635234001
URBAN DWELL HOMES
Form 5500-SF
FILING_RECEIVED
URBAN DWELL HOMES 401K PSP
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
URBAN DWELL HOMES
.
Find decision makers
Plan sponsor
Name
URBAN DWELL HOMES
EIN
27-4074837
Address
203 POINT EAST DR · NASHVILLE, TN · 372161400
Phone
(303) 808-2217
Industry
Real Estate
see all
Plan administrator
Name
ABILITY FIRST FINANCIAL, LLC
EIN
83-2814056
City
PHOENIX, AZ
Phone
(410) 336-6118
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
RBH GROUP OPPORTUNITY, LLC
RBH GROUP OPPORTUNITY, LLC 401(K) PLAN
$1.2M · 13 participants
NAUSHON TRUST INC
NAUSHON TRUST INC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 12 participants
HANDS, INC.
HANDS 401(K) RETIREMENT PLAN
$1.2M · 26 participants
BANCSTAR MORTGAGE LLC
BANCSTAR MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 12 participants
FRYE PROPERTIES, INC.
FRYE PROPERTIES, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 65 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SELKIRK MANAGEMENT, LLC
SELKIRK MANAGEMENT, LLC PROFIT SHARING PLAN
$1.2M · 4 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
