Oregon Urology Institute, P.C. 401(k) Profit Sharing Plan
Sponsored by Oregon Urology Institute, P.C. · EIN 930636837 · Plan #001
- Total assets
- $53.5M
- Net assets
- $53.5M
- Active participants
- 117
- With balances
- 143
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Svcs | Recordkeeping, Custodial (securities), Distribution (12b-1) fees | $65,018 |
| Prime Pensions Northwest, Llc | Recordkeeping | $15,452 |
| Delap Llp | Accounting | $15,050 |
| Roehl & Yi Investment Advisors, Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $12,609 |