AUMdb

Urology America Mso 401(k) Plan

Sponsored by Urology America Mso, Llc · EIN 851821731 · Plan #001

Total assets
$60.3M
Net assets
$60.3M
Active participants
691
With balances
604

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
Global Retirement Partners Trustee (institutional), Direct payment from the plan $55,230
Oneamerica Retirement Services, Llc Recordkeeping, Copying and duplicating, Participant loan processing $46,891
Forvis Mazars, Llp Accounting, Direct payment from the plan $19,950
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0