Idaho Urologic Institute, P.A. 401 K Profit Sharing Plan
Sponsored by Idaho Urologic Institute, P.A. · EIN 201300128 · Plan #001
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 123
- With balances
- 175
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 |
|---|---|---|
| Beto Financial Group, Llc CRD 307546 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beto Financial Group Llc | Investment advisory (plan) | $44,266 |
| Capital Group Retirement Services | Recordkeeping fees | $725 |