AUMdb

Associated Urologists Of North Carolina, P.A. Employees 401(k) Profit Sharing Plan

Sponsored by Associated Urologists Of North Carolina, P.A. · EIN 272528143 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Guardian Wealth Partners, Llc CRD 310203 fuzzy_auto · 97% 2025
Independent Advisor Alliance, Llc CRD 168267 deterministic · 100% 2025

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mvp Plan Administrators, Inc. Contract administrator, Recordkeeping, Consulting (general) $16,191
Guardian Wealth Partners Llp Investment advisory (participants), Investment advisory (plan), Participant communication $12,123
Independent Advisor Alliance Investment advisory (participants), Investment advisory (plan), Investment management $6,834

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20251006210104NAL0002138291001
01/01/2024 $21.4M 106 ack 20250922055155NAL0002013667001