Adult And Pediatric Urology P.C. Retirement Plan
Sponsored by Adult And Pediatric Urology P.C. · EIN 470779349 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 79
- With balances
- 116
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 |
|---|---|---|
| Avior Wealth Management, Llc CRD 148674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Avior Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $38,085 |
| Retirement Plan Consultants | Recordkeeping, Distribution (12b-1) fees, Recordkeeping fees | $21,222 |