Plan Snapshot
- Plan Sponsor: U.S. Urology Partners, LLC
- Sponsor EIN: 832633831
- Sponsor Address: 6688 NOLENSVILLE RD, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 918
- Total Assets: $144.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 918 | $144.0M | $2.0M | $4.3M |
| 2023 | 544 | $81.9M | $1.0M | $2.7M |
| 2022 | 558 | $73.6M | $1.1M | $2.4M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — 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 | $124,641 | $70,109 | $3,130 | — | — |
| 2023 | $133,583 | $79,891 | $10,061 | — | — |
| 2022 | $242,325 | $196,315 | $33,860 | — | $12,150 |