Georgia Urology, P.A. 401(k) Savings Plan
Sponsored by Georgia Urology, P.A. · EIN 581109444 · Plan #003
- Total assets
- $54.4M
- Net assets
- $54.4M
- Active participants
- 584
- With balances
- 313
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 |
|---|---|---|
| Grip Financial, Llc CRD 325351 | fuzzy_auto · 95% | 2024 |
| Hb Wealth Management, Llc CRD 316731 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gries Financial Llc | Investment advisory (plan) | $40,275 |
| Hb Wealth Management, Ll C | Investment advisory (participants), Investment management fees (direct) | $19,400 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $13,852 |