How big is Urban Wealth Management, LLC's plan?

Urban Wealth Management, LLC's plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20250718111541NAL0000826339003

Urban Wealth Management, LLC

Name: Urban Wealth Management, LLC — UWM 401(k) Profit, Form 5500 (2024)
Creator: Urban Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UWM 401(k) Profit Sharing Plan

401(k) retirement plan · Urban Wealth Management, LLC's UWM 401(k) Profit Sharing Plan held $1.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Urban Wealth Management, LLC's EIN is 45-5140730.

EIN 45-5140730

Plan number 001

Plan year 2024

ACK ID 20250718111541NAL0000826339003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Urban Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Urban Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off