Plan Snapshot
- Plan Sponsor: Urology San Antonio, P.A.
- Sponsor EIN: 742719352
- Sponsor Address: 7909 FREDERICKSBURG ROAD, SAN ANTONIO, TX, 78229
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $41.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 227 | $41.5M | $2.1M | $1.4M |
| 2023 | 206 | $40.5M | $2.1M | $1.4M |
| 2022 | 187 | $34.5M | $1.9M | $1.2M |
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 |
|---|---|---|---|---|
| PAUL J FITZGERALD, 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 | $103,925 | $43,137 | — | — | — |
| 2023 | $104,438 | $48,125 | — | — | — |
| 2022 | $97,872 | $44,861 | — | — | — |