# Urology Specialists Of The Carolinas, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/urology-specialists-of-the-carolinas-pllc-401k-plan

> Urology Specialists Of The Carolinas, PLLC's 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| RAYMOND JAMES FIN. SVS. ADVISORS|INVESTMENT ADVISORY-PLAN|$43,512|—|$43,512|

| TRANSAMERICA FIN.LIFE INS.CO.|RECORDKEEPER|$19,758|—|$19,758|

| TRINITY PENSION GROUP, LLC|RECORDKEEPER|$8,349|—|$8,349|

| GREERWALKER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES FIN. SVS. ADVISORS](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISORY-PLAN

- [TRANSAMERICA FIN.LIFE INS.CO.](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GREERWALKER, LLP](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $71,619

- **Estimated Expense Ratio:** 0.240% 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|$348,183|$274,884|—|—|—|

| 2023|$324,981|—|—|—|—|

| 2022|$312,599|—|—|—|—|

## Similar Plans

- [Atlantic Medical Management, LLC](https://planprovider.pro/companies/atlantic-medical-management-llc-401k-plan) — 307 participants

- [Raleigh Medical Group, P.A.](https://planprovider.pro/companies/raleigh-medical-group-p-a-401k-plan) — 315 participants

- [Asheville Eye Associates, PLLC](https://planprovider.pro/companies/asheville-eye-associates-pllc-401k-plan) — 327 participants

- [Goshen Medical Center, INC.](https://planprovider.pro/companies/goshen-medical-center-inc-403b-plan) — 402 participants

- [Wake Radiology Consultants, P.A](https://planprovider.pro/companies/wake-radiology-consultants-p-a-401k-plan) — 416 participants

- [Piedmont Plastic Surgery & Dermatology, P.A](https://planprovider.pro/companies/piedmont-plastic-surgery-dermatology-p-a-401k-plan) — 431 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/urology-specialists-of-the-carolinas-pllc-401k-plan)

© 2026 PlanProvider.Pro