AUMdb

Urology Associates Of Mobile, P.A. 401(k) Profit Sharing Plan

Sponsored by Urology Associates Of Mobile, P.A. · EIN 630576885 · Plan #002

Total assets
$25.3M
Net assets
$25.3M
Active participants
201
With balances
189

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
Mitchell, Mcleod, Pugh & Williams, Inc. CRD 138240 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mitchell, Mcleod, Pugh & William Investment advisory (plan) $40,750
Newport Group Inc Claims processing, Recordkeeping $18,235
Newport Trust Company Accounting $9,047