Urologic Specialists Of Oklahoma, Inc. 401(k) Profit Sharing Plan
Sponsored by Urologic Specialists Of Oklahoma, Inc. · EIN 730729369 · Plan #001
- Total assets
- $63.4M
- Net assets
- $63.4M
- Active participants
- 148
- With balances
- 266
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| R.J. Cloud Advisors & Company CRD 289371 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Upal | Accounting, Plan administrator, Recordkeeping | $164,480 |
| R J Cloud Advisors & Company | Investment advisory (plan) | $24,310 |
| Bokf, Na | Trustee (institutional), Trustee (directed), Investment advisory (plan) | $2,961 |