Plan Snapshot
- Plan Sponsor: Urologic Specialists Of Oklahoma, INC.
- Sponsor EIN: 730729369
- Sponsor Address: 10901 E. 48TH STREET SOUTH, TULSA, OK, 74146
- Plan Type: 401(k)
- Total Participants: 148
- Total Assets: $63.4M
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 | 148 | $63.4M | $1.4M | $944,053 |
| 2023 | 130 | $56.0M | $1.5M | $892,484 |
| 2022 | 133 | $47.7M | $1.4M | $807,672 |
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 |
|---|---|---|---|---|
| MORSE & CO., PLLC | 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 | $191,750 | $24,310 | — | — | — |
| 2023 | $146,713 | $19,218 | — | — | — |
| 2022 | $156,753 | — | — | — | $156,753 |