Plan Snapshot
- Plan Sponsor: Urology Specialists Of The Carolinas, PLLC
- Sponsor EIN: 562107759
- Sponsor Address: 1518 EAST 3RD ST., SUITE 250, CHARLOTTE, NC, 28204
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $29.8M
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. |
|---|---|---|---|---|
| 2024 | 116 | $29.8M | $789,186 | $530,031 |
| 2023 | 103 | $28.2M | $804,502 | $577,383 |
| 2022 | 108 | $25.3M | $1.0M | $621,464 |
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 |
|---|---|---|---|---|
| GREERWALKER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER, LLP — Auditor
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 | $348,183 | $274,884 | — | — | — |
| 2023 | $324,981 | — | — | — | — |
| 2022 | $312,599 | — | — | — | — |