Original filing (PDF)20251010102703NAL0007949057001

URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC.

Name: URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC. — URBAN LEAGUE OF METROPOLITAN ST. LOUIS 403(B) PLAN, Form 5500 (2024)
Creator: URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC.

Form 5500

FILING_RECEIVED

URBAN LEAGUE OF METROPOLITAN ST. LOUIS 403(B) PLAN

403(b) retirement plan

Signals · 3

Late participant contributions~168 bps in Sched C feesNo recordkeeper disclosed

Active participants

295

Accounts w/ balance

266

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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) — 1K (0% of contributions).
Total administrative cost in the bottom quartile of peers (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC..

Plan sponsor

Name

URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC.

EIN

43-0653605

Address

1408 N. KINGSHIGHWAY, 3RD FLOOR · ST LOUIS, MO · 63113

Phone

(314) 615-3639

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARCHFORD CAPITAL STRATEGIES, LLC	46-2394834	—	INVESTMENT ADVISORY	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$30K	—

Investments

23 direct securities· $2.3M(100% of reported assets)

Other securities

$2.2M

22 holdings

Common Stock

$25K

1 holding

					% of plan
PRIN LIFETIME HYBRID 2035 R6	Other securities	—	—	$469K	20.6%
PRIN LIFETIME HYBRID 2020 R6	Other securities	—	—	$316K	13.9%
PRIN LIFETIME HYBRID 2050 R6	Other securities	—	—	$237K	10.4%
PRIN LIFETIME HYBRID 2040 R6	Other securities	—	—	$188K	8.3%
PRIN LIFETIME HYBRID 2060 R6	Other securities	—	—	$171K	7.5%
PRIN LIFETIME HYBRID 2045 R6	Other securities	—	—	$170K	7.5%
PRIN LIFETIME HYBRID 2030 R6	Other securities	—	—	$137K	6.0%
PRIN LIFETIME HYBRID 2055 R6	Other securities	—	—	$124K	5.4%
PRIN LGCP S&P 500 IDX INST FD	Other securities	—	—	$123K	5.4%
PRIN LIFETIME HYBRID 2025 R6	Other securities	—	—	$107K	4.7%
PRIN LIFETIME HYBRID 2065 R6	Other securities	—	—	$41K	1.8%
AMERICAN BEACON INT EQ R5 FD	Other securities	—	—	$37K	1.6%
AB LARGE CAP GROWTH Z FUND	Other securities	—	—	$30K	1.3%
CLEARBRIDGE INTL GRTH IS FD	Other securities	—	—	$29K	1.3%
PRINCIPAL CORE PLUS BD INST FD	Other securities	—	—	$27K	1.2%
PRIN LIFETIME HYBRID 2015 R6	Common Stock	—	—	$25K	1.1%
ALLSPRING SPEC M CAP VALUE R6	Other securities	—	—	$11K	0.5%
AMERICAN FUNDS NEWWORLD R6	Other securities	—	—	$10K	0.5%
PRIN LIFETIME HYBRID 2070 R6	Other securities	—	—	$7K	0.3%
PRIN SMCP S&P 600 IDX R6 FD	Other securities	—	—	$6K	0.3%
JP MORGAN SM CP GROWTH R6 FUND	Other securities	—	—	$4K	0.2%
PRINCIPAL INT'L EQ IND R6 FD	Other securities	—	—	$2K	0.1%
UNDISC MGRS BEHAV VALUE R6 FD	Other securities	—	—	$789	<0.1%