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Original filing (PDF)20251008112957NAL0009319952001
URBY, LLC
Form 5500
FILING_RECEIVED
URBY 401(K) PLAN
401(k) retirement plan
Active participants
180
Accounts w/ balance
173
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URBY, LLC.
Plan sponsor
Name
URBY, LLC
EIN
46-2213406
Address
50 WASHINGTON ST · HOBOKEN, NJ · 07030
Phone
(201) 963-5200
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH & BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Investments
27 direct securities · 2 pooled funds· $10.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.1M
27 holdings
Common Collective Trust
$55K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Strategic Income R6 56 * Fidelity 500 Index Fund | — | — | — | $2.2M | 22.2% | |
| JP Morgan Smart Retirement Blend 2055 Fund Class R6 | — | — | — | $1.6M | 15.6% | |
| JP Morgan Smart Retirement Blend 2050 Fund Class R6 | — | — | — | $1.1M | 11.2% | |
| JP Morgan Smart Retirement Blend 2030 Fund Class R6 | — | — | — | $1.0M | 10.1% | |
| JP Morgan Smart Retirement Blend 2040 Fund Class R6 | — | — | — | $865K | 8.5% | |
| Fidelity US Bond Index Fund | — | — | — | $449K | 4.4% | |
| Alliance Bernstein Large Cap Growth Z | — | — | — | $429K | 4.2% | |
| JP Morgan Smart Retirement Blend 2045 Fund Class R6 | — | — | — | $345K | 3.4% | |
| JP Morgan Smart Retirement Blend 2060 Fund Class R6 | — | — | — | $318K | 3.1% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $293K | 2.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $228K | 2.3% | |
| JP Morgan Smart Retirement Blend 2035 Fund Class R6 | — | — | — | $210K | 2.1% | |
| Fidelity Total International Index Fund | — | — | — | $192K | 1.9% | |
| JP Morgan Smart Retirement Blend 2025 Fund Class R6 | — | — | — | $134K | 1.3% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $118K | 1.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $95K | 0.9% | |
| Janus Henderson Enterprise Fund Class N | — | — | — | $93K | 0.9% | |
| participants maturity dates through 2046 | — | — | — | $87K | 0.9% | |
| Fidelity International Capital Appreciation Fund | — | — | — | $79K | 0.8% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $55K | 0.5% | |
| Cohen & Steers Instl Realty Shares | — | — | — | $42K | 0.4% | |
| Blackrock High Yield Bond K | — | — | — | $27K | 0.3% | |
| Alliance Bernstein Small Cap Growth Z | — | — | — | $24K | 0.2% | |
| Calvert US Large Cap Core Responsible Index Fund R6 | — | — | — | $24K | 0.2% | |
| Columbia Small Cap Value Fund II I3 | — | — | — | $21K | 0.2% | |
| PGIM Total Return Bond Fund Class R6 | — | — | — | $7K | <0.1% | |
| Blackrock Strategic Global Bond K | — | — | — | $6K | <0.1% | |
| Fidelity Government Market K6 | — | — | — | $1K | <0.1% | |
| METLIFE STABLE VAL J GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $22 | <0.1% |
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