Arkansas Urology, P.A. Profit Sharing Plan And 401(k) Plan
Sponsored by Arkansas Urology Associates, P.A. · EIN 710782429 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 197
- With balances
- 379
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Consultants, Inc. | Investment advisory (plan), Investment management | $46,642 |
| Charles Schwab | Investment advisory (plan), Investment management, Securities brokerage | $34,735 |
| Correll Co. | Recordkeeping, Recordkeeping fees | $32,504 |
| Axos Financial, Inc., | Investment advisory (plan), Investment management, Securities brokerage | $13,028 |
| Friday, Eldredge & Clark, Llp | Consulting (general), Consulting (pension), Legal | $10,870 |
| Jackson | Investment advisory (plan), Investment management, Securities brokerage | $10,583 |