Urology Specialists Of The Carolinas, Pllc 401(k) Plan
Sponsored by Urology Specialists Of The Carolinas, Pllc · EIN 562107759 · Plan #001
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 116
- With balances
- 130
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 |
|---|---|---|
| Raymond James Fin. Svs. Advisors | Investment advisory (plan) | $43,512 |
| Transamerica Fin.Life Ins.Co. | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $19,758 |
| Trinity Pension Group, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $8,349 |
| My Benefits, Llc | Recordkeeping, Participant loan processing, Valuation | $1,680 |