Plan Snapshot
- Plan Sponsor: The Centers For Advanced Urology, LLC
- Sponsor EIN: 474352018
- Sponsor Address: 140 WEST GERMANTOWN PIKE, SUITE 200, PLYMOUTH MEETING, PA, 19087
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $66,831
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. |
|---|---|---|---|---|
| 2023 | 3 | $66,831 | $0 | $0 |
| 2022 | 315 | $51.3M | $2.3M | $12,750 |
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 |
|---|---|---|---|---|
| JOSEPH P. MELVIN COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOSEPH P. MELVIN COMPANY, LLC — 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 |
|---|---|---|---|---|---|
| 2023 | $26,048 | $315 | — | — | — |
| 2022 | $2,198 | — | — | — | $2,198 |