Plan Snapshot
- Plan Sponsor: Orange County Urology Associates, INC. A Medical Group
- Sponsor EIN: 571143045
- Sponsor Address: 23961 CALLE DE LA MAGDALENA, LAGUNA HILLS, CA, 92653
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 123 | $20.1M | $825,675 | $591,543 |
| 2023 | 110 | $18.0M | $826,705 | $591,082 |
| 2022 | 119 | $19.2M | $662,225 | $513,038 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — 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 | $68,134 | $17,736 | $48,070 | — | — |
| 2023 | $58,825 | $25,453 | $33,352 | — | — |
| 2022 | $54,116 | — | $54,116 | — | — |