First Urology P.S.C. 401 K Profit Sharing Plan
Sponsored by First Urology P.S.C. · EIN 351488175 · Plan #001
- Total assets
- $63.5M
- Net assets
- $63.5M
- Active participants
- 332
- With balances
- 487
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Meritum Wealth Management Llc CRD 321634 | fuzzy_auto · 95% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Investment advisory (plan), Direct payment from the plan | $76,291 |
| Robert W. Baird & Co. | Investment advisory (plan), Direct payment from the plan | $30,804 |
| Securities America Inc. | Investment advisory (plan), Direct payment from the plan | $27,299 |
| Cunningham Financial Group | Investment advisory (plan), Direct payment from the plan | $21,809 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $17,975 |
| The Glenview Trust Company | Investment advisory (plan), Direct payment from the plan | $17,751 |
| Charles Schwab | Investment advisory (plan), Direct payment from the plan | $14,273 |
| Meritrust Wealth Management | Investment advisory (plan), Direct payment from the plan | $9,000 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $7,144 |
| Mg Trust Co. Dba Matrix Trust Co. | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |