Plan Snapshot
- Plan Sponsor: American Urological Association Education & Research, INC.
- Sponsor EIN: 430691437
- Sponsor Address: 1000 CORPORATE BLVD, LINTHICUM, MD, 210902260
- Plan Type: DC
- Total Participants: 115
- Total Assets: $21.5M
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 | 115 | $21.5M | $1.3M | $0 |
| 2023 | 108 | $19.5M | $1.3M | $0 |
| 2022 | 103 | $16.2M | $1.2M | $0 |
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 | $38,733 | $3,577 | $35,156 | — | — |
| 2023 | $39,642 | — | $39,642 | — | — |
| 2022 | $44,893 | $6,334 | $38,559 | — | — |