Kansas City Urology Care P.A. 401(k) Plan
Sponsored by Kansas City Urology Care P.A. · EIN 481216340 · Plan #001
- Total assets
- $49.3M
- Net assets
- $49.3M
- Active participants
- 196
- With balances
- 252
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 |
|---|---|---|
| Financial Counselors Inc CRD 106398 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Fas Wealth Partners, Inc. CRD 109796 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Counselors Inc | Investment advisory (participants), Direct payment from the plan | $17,260 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $13,538 |
| Fas Wealth Partners Inc | Investment advisory (participants), Direct payment from the plan | $5,609 |