Urology San Antonio, P.A. 401(k) Profit Sharing Plan
Sponsored by Urology San Antonio, P.A. · EIN 742719352 · Plan #001
- Total assets
- $41.5M
- Net assets
- $41.5M
- Active participants
- 227
- With balances
- 281
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $60,621 |
| Captrust Financial Advisors | Investment advisory (plan), Consulting (general) | $43,137 |