Plan Snapshot
- Plan Sponsor: Rio Grande Urology, P.A.
- Sponsor EIN: 611519241
- Sponsor Address: 7420 REMCON CIRCLE, BUILDING A, EL PASO, TX, 79912
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $16.7M | $915,069 | $666,621 |
| 2023 | 205 | $15.6M | $790,858 | $625,521 |
| 2022 | 217 | $15.3M | $678,197 | $562,429 |
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 |
|---|---|---|---|---|
| BAUER & COMPANY | 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 | $28,138 | $82 | — | — | — |
| 2023 | $34,853 | — | — | — | — |
| 2022 | $178,619 | $23,741 | — | — | — |