# Orange County Urology Associates, INC. A Medical Group 401(k) Plan
Source: https://planprovider.pro/companies/orange-county-urology-associates-inc-a-medical-group-401k-plan

> Orange County Urology Associates, INC. A Medical Group'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:** 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](https://planprovider.pro/provider/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|—|—|

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