United Urology Group Retirement Plan
Sponsored by Cua Opco, Llc · EIN 812954717 · Plan #001
- Total assets
- $171M
- Net assets
- $171M
- Active participants
- 1,179
- With balances
- 1,609
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirment Plan Service | Recordkeeping, Recordkeeping fees | $199,549 |
| Blue Ridge Associates | Consulting (pension) | $79,000 |
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan) | $55,000 |