Urology Healthcare Group, Inc. 401(k)/Profit Sharing Plan
Sponsored by Cimplify · EIN 621657133 · Plan #333
- Total assets
- $91.3M
- Net assets
- $91.3M
- Active participants
- 381
- With balances
- 482
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $67,545 |
| Acuff & Associates, Inc. | Accounting, Direct payment from the plan | $18,372 |
| July Business Services, Llc | Recordkeeping, Direct payment from the plan | $6,025 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |