Urology Nevada, Ltd. 401(k) Profit Sharing Plan
Sponsored by Urology Nevada, Ltd. · EIN 208628418 · Plan #002
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 186
- With balances
- 191
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 |
|---|---|---|
| Wespac Advisors, Llc CRD 148242 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab Trust Bank | Contract administrator, Recordkeeping, Custodial (securities) | $40,057 |
| Wespac Plan Services, Llc | Contract administrator, Recordkeeping, Participant loan processing | $24,455 |
| Wespac Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $22,865 |
| Cerity Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $1 |