Plan Snapshot
- Plan Sponsor: Adult And Pediatric Urology P.C.
- Sponsor EIN: 470779349
- Sponsor Address: 10707 PACIFIC STREET SUITE 101, OMAHA, NE, 68114
- Plan Type: DC
- Total Participants: 79
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 79 | $15.2M | $724,826 | $474,566 |
| 2023 | 79 | $13.3M | $666,603 | $483,583 |
| 2022 | 69 | $14.4M | $827,195 | $467,992 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT | Investment Advisor | $38,085 | — | $38,085 |
| RETIREMENT PLAN CONSULTANTS | Recordkeeper | $21,222 | — | $21,222 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RETIREMENT PLAN CONSULTANTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,307
- Estimated Expense Ratio: 0.389% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $59,307 | $38,085 | — | — | — |
| 2023 | $61,786 | $39,751 | $22,035 | — | — |
| 2022 | $78,941 | $48,545 | $30,396 | — | — |