Plan Snapshot
- Plan Sponsor: Uropartners, LLC
- Sponsor EIN: 201780406
- Sponsor Address: 2245 ENTERPRISE DRIVE, SUITE 4506, WESTCHESTER, IL, 60154
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $24.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 0 | $24.2M | $0 | $0 |
| 2023 | 408 | $28.8M | $193,185 | $300,687 |
| 2022 | 384 | $75.2M | $2.9M | $2.3M |
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 |
|---|---|---|---|---|
| MATHIESON, MOYSKI, AUSTIN & CO., LL | 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 | $113,405 | $2,225 | $12,981 | — | — |
| 2023 | $243,841 | $7,445 | $21,545 | — | — |
| 2022 | $250,122 | $7,794 | — | — | $22,123 |