Plan Snapshot
- Plan Sponsor: Urology Of St. Louis, INC.
- Sponsor EIN: 430835090
- Sponsor Address: 12855 NORTH FORTY DRIVE, SUITE 375, ST. LOUIS, MO, 63141
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $49.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 337 | $49.3M | $2.1M | $1.4M |
| 2023 | 286 | $40.8M | $2.4M | $1.2M |
| 2022 | 211 | $34.7M | $1.0M | $1.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $75,636 | — | $75,636 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,636
- Estimated Expense Ratio: 0.153% 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 | $2,074 | — | — | — | — |
| 2023 | $36,889 | — | — | — | — |
| 2022 | $2,250 | — | — | — | — |