Plan Snapshot
- Plan Sponsor: Urology Clinics Of North Texas, PLLC
- Sponsor EIN: 752788839
- Sponsor Address: 8230 WALNUT HILL LANE, SUITE 700, DALLAS, TX, 75231
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $71.5M
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 | 358 | $71.5M | $3.2M | $2.1M |
| 2023 | 317 | $60.7M | $2.7M | $1.8M |
| 2022 | 248 | $52.4M | $2.3M | $1.5M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $97,529 | — | $97,529 |
| COOK STREET CONSULTING, INC. | Other Service Provider | $27,966 | — | $27,966 |
| MATRIX TRUST COMPANY | Recordkeeper | $26,113 | — | $26,113 |
| MERRILL LYNCH | Investment Advisor | $25,572 | — | $25,572 |
| CHARLES SCHWAB INVESTMENT MGMT | Recordkeeper | $18,722 | — | $18,722 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
- MERRILL LYNCH — Investment Advisor
- CHARLES SCHWAB INVESTMENT MGMT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $195,902
- Estimated Expense Ratio: 0.274% of plan assets
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 | $195,903 | $79,290 | — | — | — |
| 2023 | $161,144 | $59,490 | — | — | — |
| 2022 | $151,514 | — | — | — | $151,514 |