Sponsor portfolio

URBAN FINANCIAL ADVISORY CORPORATION

EIN 36-3694590investment managementLatest filing 2025

Plans

Retirement

$6.5M assets

Welfare

Participants

33 N. LASALLE STREET, SUITE 1210 - CHICAGO, IL 60602312-379-0150ufinadv.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#002401k-$6.5M - 22 part

Plan deep-dives

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Retirement#002

URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6.5M

Participants22

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	URBAN FINANCIAL ADVISORY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST	401k	$6.5M	22	2025

Retirement plans