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 |
|---|---|---|---|---|
| MALNORY, MCNEAL & COMPANY, PC | 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 | $195,903 | $79,290 | — | — | — |
| 2023 | $161,144 | $59,490 | — | — | — |
| 2022 | $151,514 | — | — | — | $151,514 |