Plan Snapshot
- Plan Sponsor: Urology Associates, P.C.
- Sponsor EIN: 841075575
- Sponsor Address: 10463 PARK MEADOWS DR., SUITE 114, LONE TREE, CO, 80124
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 41 | $8.3M | $344,208 | $288,534 |
| 2023 | 45 | $7.5M | $284,616 | $242,388 |
| 2022 | 53 | $6.6M | $304,825 | $282,074 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | ADVISOR | $18,781 | — | $18,781 |
| DAVID TURNER, RAYMOND JAMES | ADVISOR | $15,179 | — | $15,179 |
| EXPAND FINANCIAL | ADVISOR | $11,273 | — | $11,273 |
| ASCENSUS | TPA | $9,147 | — | $9,147 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — TPA
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,380
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $68,955 | $30,054 | — | — | — |
| 2023 | $52,691 | $29,174 | $23,517 | — | — |
| 2022 | $59,774 | $19,968 | — | — | $39,806 |