# Idaho Urologic Institute, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/idaho-urologic-institute-p-a-plan

> Idaho Urologic Institute, P.A.'s 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Idaho Urologic Institute, P.A.

- **Sponsor EIN:** 201300128

- **Sponsor Address:** 2855 E. MAGIC VIEW DR., MERIDIAN, ID, 836426245

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

- **Total Participants:** 123

- **Total Assets:** $24.5M

## 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|123|$24.5M|$819,034|$505,007|

| 2023|110|$20.8M|$714,340|$457,643|

| 2022|111|$17.3M|$691,425|$367,363|

## 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|

| BETO FINANCIAL GROUP LLC|INVESTMENT ADVISOR|$44,266|—|$44,266|

| RIPLEY DOORN & COMPANY, PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,266

- **Estimated Expense Ratio:** 0.181% 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|$44,991|$44,266|—|—|—|

| 2023|$44,405|$43,380|$1,025|—|—|

| 2022|$45,880|$44,985|$895|—|—|

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