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URBAN PEAK — 403(B) THRIFT PLAN FOR EMPLOYEES OF URBAN PEAK, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250625101117NAL0018677010001
URBAN PEAK
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF URBAN PEAK
Defined-contribution retirement plan
Active participants
115
Accounts w/ balance
48
Plan assets (EOY)
$808K
Net assets (EOY)
$808K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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 PEAK
.
Find decision makers
Plan sponsor
Name
URBAN PEAK
EIN
84-1212246
Address
2100 STOUT ST · DENVER, CO · 80205
Phone
(303) 974-2939
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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LYDIA PLACE, A NONPROFIT CORPO
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SENIOR LIFE MIDLAND, INC.
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$805K · 27 participants
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 42% as many balances as active participants — suggests many active employees aren't deferring.
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.
HUMAN SERVICES, INC
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$3.0B
