# Urology Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/urology-associates-p-c-401k-plan

> Urology Associates, P.C.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — TPA

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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