Carolina Urology Partners, Pllc Employees' 401(k) Profit Sharing Plan And Trust
Sponsored by Carolina Urology Partners, Pllc · EIN 273905550 · Plan #001
- Total assets
- $30.4M
- Net assets
- $30.4M
- Active participants
- 127
- With balances
- 181
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Custodial (securities), Direct payment from the plan | $51,456 |
| Kestra Advisory Services Llc | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $36,000 |
| Gilliam Bell Moser Llp | Accounting, Direct payment from the plan | $775 |