Orange County Urology Associates 401(k) Profit Sharing Plan
Sponsored by Orange County Urology Associates, Inc. A Medical Group · EIN 571143045 · Plan #001
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 123
- With balances
- 222
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 |
|---|---|---|
| Spectrum Pension Consultants, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $27,153 |
| Signature Estate And Investment Adv | Investment advisory (plan) | $20,585 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $14,753 |
| Envestnet Asset Management Inc | Securities brokerage, Securities brokerage commissions | $9,215 |