# Urologic Specialists Of Oklahoma, INC. 401(k) Plan
Source: https://planprovider.pro/companies/urologic-specialists-of-oklahoma-inc-401k-plan

> Urologic Specialists Of Oklahoma, INC.'s 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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