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Original filing (PDF)20251015163542NAL0002757923001
URBAN LAND INSTITUTE
Form 5500
FILING_RECEIVED
URBAN LAND INSTITUTE 403(B) PLAN
403(b) retirement plan
Signals · 1
44% in single holding
Active participants
238
Accounts w/ balance
377
Plan assets (EOY)
$36.5M
Net assets (EOY)
$36.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard 500 Index Fund Admiral Shares" is 44% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URBAN LAND INSTITUTE.
Plan sponsor
Name
URBAN LAND INSTITUTE
EIN
53-0159845
Address
2001 L STREET NW SUITE 200 · WASHINGTON, DC · 20036
Phone
(202) 624-7000
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN PARTNERS LLC | — | CHERRY HILL, NJ | CONTRACT ADMIN | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGLADREY LLP | — | CHICAGO, IL | AUDITOR | $32K | — |
Investments
30 direct securities · 1 pooled fund· $36.5M(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
$36.5M
30 holdings
Pooled Separate Account
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $16.1M | 44.0% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $7.7M | 21.0% | |
| Mass Mutual Mass Mutual - SF Guaranteed | — | — | — | $2.3M | 6.3% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $2.2M | 5.9% | |
| TIAA Traditional Insurance Annuity | — | — | — | $1.3M | 3.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $1.2M | 3.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $1.1M | 3.0% | |
| Calvert U.S. Large Cap Core Responsible Index Fund | — | — | — | $794K | 2.2% | |
| AllianceBernstein AB Large Cap Growth Z | — | — | — | $759K | 2.1% | |
| College Retirement Equities Fund CREF Stock Accumulation Fund | — | — | — | $640K | 1.8% | |
| JPMorgan U.S. Equity Select Fund | — | — | — | $367K | 1.0% | |
| College Retirement Equities Fund CREF Growth Fund | — | — | — | $282K | 0.8% | |
| JPMorgan Equity Income Fund | — | — | — | $268K | 0.7% | |
| College Retirement Equities Fund CREF Equity Index Fund | — | — | — | $252K | 0.7% | |
| MFS Intl Diversification R6 | — | — | — | $206K | 0.6% | |
| Participants 4.25% - 9.5%, maturing through 2030 | — | — | — | $171K | 0.5% | |
| AllianceBernstein AB Small Cap Growth Z | — | — | — | $164K | 0.4% | |
| American Century American Century Mid Cap Value Fund | — | — | — | $127K | 0.3% | |
| College Retirement Equities Fund CREF Global Equities Fund | — | — | — | $113K | 0.3% | |
| Principal Real Estate Securities Institutional Fund | — | — | — | $96K | 0.3% | |
| BlackRock Mid Cap Growth Equity Fund | — | — | — | $74K | 0.2% | |
| College Retirement Equities Fund CREF Social Choice Fund | — | — | — | $73K | 0.2% | |
| Mass Mutual Mass Mutual Core Bond I | — | — | — | $61K | 0.2% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $61K | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $51K | 0.1% | |
| BlackRock Strategic Global Bond Fund | — | — | — | $50K | 0.1% | |
| Mass Mutual Mass Mutual High Yield Fund | — | — | — | $44K | 0.1% | |
| Fidelity Inflation Protected Bond Index | — | — | — | $30K | <0.1% | |
| College Retirement Equities Fund CREF Money Market Fund | — | — | — | $27K | <0.1% | |
| College Retirement Equities Fund CREF Core Bond Fund | — | — | — | $23K | <0.1% | |
| Mass Mutual Mass Mutual - SF Guaranteed (U) | — | — | — | $18K | <0.1% |