Plan Snapshot
- Plan Sponsor: American Urological Association Education & Research, INC.
- Sponsor EIN: 430691437
- Sponsor Address: 1000 CORPORATE BLVD, LINTHICUM, MD, 210902260
- Plan Type: 403(b)
- Total Participants: 140
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 140 | $23.8M | $301,822 | $1.2M |
| 2023 | 138 | $22.0M | $280,827 | $1.2M |
| 2022 | 143 | $17.9M | $268,404 | $1.1M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $55,467 | — | $55,467 | — | — |
| 2023 | $47,398 | — | $47,398 | — | — |
| 2022 | $46,241 | $7 | $46,234 | — | — |