Urology Clinics Of North Texas, Pllc 401(k) Profit Sharing Plan
Sponsored by Urology Clinics Of North Texas, Pllc · EIN 752788839 · Plan #001
- Total assets
- $71.5M
- Net assets
- $71.5M
- Active participants
- 358
- With balances
- 444
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 Investment Management, Inc CRD 106753 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $97,529 |
| Cook Street Consulting, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $27,966 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $26,113 |
| Merrill Lynch | Investment advisory (plan), Direct payment from the plan | $25,572 |
| Charles Schwab Investment Mgmt | Investment advisory (plan), Direct payment from the plan | $18,722 |