# Carolina Urology Partners, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/carolina-urology-partners-pllc-plan

> Carolina Urology Partners, PLLC's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Carolina Urology Partners, PLLC

- **Sponsor EIN:** 273905550

- **Sponsor Address:** 9735 KINCEY AVENUE, SUITE 201, HUNTERSVILLE, NC, 28078

- **Plan Type:** 401(k)

- **Total Participants:** 127

- **Total Assets:** $30.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|127|$30.4M|$1.1M|$1.0M|

| 2023|118|$28.5M|$1.1M|$1.1M|

| 2022|117|$23.7M|$1.1M|$944,007|

## 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|

| WILLIAMS OVERMAN PIERCE, LLP|Auditor|—|—|$0|

## 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|$91,837|$39,606|$775|—|—|

| 2023|$84,871|$38,930|$500|—|—|

| 2022|$82,365|$38,495|$43,245|—|$625|

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