AUMdb

The Us Oncology Clinical Practice 401 K Plan

Sponsored by Us Oncology Corporate, Inc. · EIN 841213501 · Plan #001

Total assets
$1.3B
Net assets
$1.3B
Active participants
6,388
With balances
7,898

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 $234,394
Nepc, Llc Investment management $87,751
Melton & Melton, L.L.P. Accounting $26,730