Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C.
Sponsored by Urology Associates, P.C. · EIN 841075575 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 41
- With balances
- 96
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Expand Financial, Llc CRD 152515 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan) | $18,781 |
| David Turner, Raymond James | Investment advisory (plan) | $15,179 |
| Expand Financial | Investment advisory (plan) | $11,273 |
| Ascensus | Contract administrator, Recordkeeping fees, Account maintenance fees | $9,147 |