Plan Snapshot
- Plan Sponsor: First Urology P.S.C.
- Sponsor EIN: 351488175
- Sponsor Address: 101 HOSPITAL BOULEVARD, JEFFERSONVILLE, IN, 47130
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $63.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 332 | $63.5M | $1.9M | $1.4M |
| 2023 | 317 | $62.2M | $1.8M | $1.4M |
| 2022 | 355 | $57.5M | $1.7M | $1.4M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT 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 | $247,369 | $214,815 | — | — | — |
| 2023 | $228,242 | $178,250 | — | — | — |
| 2022 | $249,466 | $202,966 | $43,225 | — | — |