Minnesota Urology P.A. 401(k) Profit Sharing Plan
Sponsored by Minnesota Urology P.A. · EIN 410960332 · Plan #002
- Total assets
- $54.2M
- Net assets
- $54.2M
- Active participants
- 257
- With balances
- 440
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A | Trustee (institutional), Participant loan processing, Participant communication | $50,373 |
| Acumen Financial Advisors Llc | Securities brokerage, Direct payment from the plan | $40,462 |
| Ubs Financial Services, Inc. | Securities brokerage, Direct payment from the plan | $39,689 |
| Paratus Wealth Management Llc | Securities brokerage, Direct payment from the plan | $31,287 |
| Rbc Wealth Management | Securities brokerage, Direct payment from the plan | $19,458 |
| Boulay Financial Advisors Llc | Securities brokerage, Direct payment from the plan | $15,162 |