# First Urology P.S.C. 401(k) Plan
Source: https://planprovider.pro/companies/first-urology-p-s-c-401k-plan

> First Urology P.S.C.'s 401(k) plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RAYMOND JAMES & ASSOCIATES|NONE|$76,291|—|$76,291|

| ROBERT W. BAIRD & CO.|NONE|$30,804|—|$30,804|

| SECURITIES AMERICA INC.|NONE|$27,299|—|$27,299|

| CUNNINGHAM FINANCIAL GROUP|NONE|$21,809|—|$21,809|

| MORGAN STANLEY|NONE|$17,975|—|$17,975|

| THE GLENVIEW TRUST COMPANY|NONE|$17,751|—|$17,751|

| CHARLES SCHWAB|NONE|$14,273|—|$14,273|

| MERITRUST WEALTH MANAGEMENT|NONE|$9,000|—|$9,000|

| ONEAMERICA RETIREMENT SERVICES|NONE|$7,144|—|$7,144|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $222,346

- **Estimated Expense Ratio:** 0.350% 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|$247,369|$214,815|—|—|—|

| 2023|$228,242|$178,250|—|—|—|

| 2022|$249,466|$202,966|$43,225|—|—|

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