# The Centers For Advanced Urology, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-centers-for-advanced-urology-llc-401k-plan

> The Centers For Advanced Urology, LLC's 401(k) plan: 3 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

| VERDENCE CAPITAL ADVISORS LLC|ADVISOR|$64,776|—|$64,776|

| SCHWAB RETIREMENT PLAN SERVICES, IN|CUSTODIAN|$56,874|—|$56,874|

| JOSEPH P. MELVIN COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES, IN](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [JOSEPH P. MELVIN COMPANY, LLC](https://planprovider.pro/provider/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:** $121,650

- **Estimated Expense Ratio:** 182.026% 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|

| 2023|$26,048|$315|—|—|—|

| 2022|$2,198|—|—|—|$2,198|

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