U.S. Urology Partners 401(k) And Profit Sharing Plan
Sponsored by U.S. Urology Partners, Llc · EIN 832633831 · Plan #002
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 918
- With balances
- 871
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 |
|---|---|---|
| Hauser Retirement Solutions 2 Llc CRD 299959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hauser Retirement Solutions 2, Llc | Investment advisory (plan), Account maintenance fees, Securities brokerage commissions | $70,109 |
| Newport Group, Inc. | Claims processing, Custodial (securities), Trustee (institutional) | $43,281 |
| Newport Trust Company | Trustee (institutional) | $11,251 |