Retirement plan

URBAN RENAISSANCE 401(K) PLAN AND TRUST

Name: URBAN RENAISSANCE GROUP, LLC - URBAN RENAISSANCE 401(K) PLAN AND TRUST (2023) Form 5500
Creator: URBAN RENAISSANCE GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URBAN RENAISSANCE 401(K) PLAN AND TRUST, URBAN RENAISSANCE GROUP, LLC

URBAN RENAISSANCE GROUP, LLCEIN 20-5347374Plan #001PY 2023

1425 FOURTH AVENUE SUITE 200 - SEATTLE, WA 98101206-454-3131urbanrengroup.comLinkedIn51-200 employeescommercial real estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24.9M

+30.6% from 2022

Total participants

286

-0.7% from 2022

Average account balance

$92,824

+30.6% from 2022

Annual return

18.80%

+34.37 pp from 2022

Benchmarks

See 1,068 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,068 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$29.27M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$112K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

262

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.87M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$106

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
HOHIMER WEALTH MANAGEMENT LLC5 years Filed as: HOHIMER WEALTH MGMT LLC Service code 26 · EIN 83-2676110	Advisory (Participants)	$25,000

Plan features & details

Pension benefit codes2F2G2J2K3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$28K

$134 / participant

Investment mgmt$25K89.8%
Contract admin$3K10.2%

% of EOY assets

0.112%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,824

$65,428+41.9%

$169,390-45.2%

$71,511+29.8%

Participation rate

91.3%

66.9%+24.5pp

77.2%+14.2pp

67.9%+23.4pp

Annual return

18.80%

21.35%-2.5pp

406.07%-387.3pp

28.86%-10.1pp

Employer contribution / active EE

$4,650

$2,064+125.3%

$4,013+15.9%

$2,589+79.6%

Participant deferral / active EE

$9,852

$4,360+126.0%

$6,222+58.3%

$4,291+129.6%

Admin fee / account holder

$104

$1,328-92.2%

$9,015-98.8%

$1,588-93.5%

Provider

Service type

Compensation

HOHIMER WEALTH MANAGEMENT LLC5 years

Filed as: HOHIMER WEALTH MGMT LLC

Service code 26 · EIN 83-2676110

Advisory (Participants)

$25,000

URBAN RENAISSANCE 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URBAN RENAISSANCE 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion