AUMdb

Texas Oncology, P.A. 401(k) Plan

Sponsored by Us Oncology Corporate, Inc. · EIN 752131429 · Plan #002

Total assets
$1.2B
Net assets
$1.2B
Active participants
4,845
With balances
6,110

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
Nepc, Llc CRD 110562 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $239,923
Nepc, Llc Investment advisory (plan), Investment management $71,730
Melton And Melton Accounting $14,000