Udr, Inc. 401(K) Plan — Form 5500 plan (Udr, Inc. And Its Affiliated Companies)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Udr, Inc. 401(K) Plan is a benefit plan reported by Udr, Inc. And Its Affiliated Companies under EIN 54-0857512 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,656 participants and $96,232,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Udr, Inc. And Its Affiliated Companies
- EIN
- 54-0857512
- Plan number
- 002
- Plan type
- 2
- Location
- Highlands Ranch, CO
- Latest filing year
- 2023
- Participants
- 1,656
- End-of-year plan assets
- $96,232,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,656 | H, C | 20240919103956NAL0010291632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,232,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,232,147
- Net assets (BOY)
- $76,163,136
Income & contributions
- Employer contributions
- $2,128,420
- Participant contributions
- $6,647,022
- Total contributions
- $9,549,977
- Total income / additions
- $26,233,225
Expenses & distributions
- Benefits paid
- $5,976,012
- Administrative expenses
- $172,828
- Total expenses
- $6,164,214
- Net increase / (decrease)
- $20,069,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $113,372 | $0 | 2023 |
| Cook Street Consulting Inc. | INVESTMENT ADVISOR | $43,456 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | ACCOUNTANT/AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Udr, Inc. And Its Affiliated Companies
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Highlands Ranch, CO
- Fidelity Investments Institutional — Schedule C compensation
- Cook Street Consulting Inc. — Schedule C compensation
- Wipfli Llp — Schedule C compensation