Aua Discretionary Contribution Plan
Sponsored by American Urological Association Education & Research, Inc. · EIN 430691437 · Plan #002
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 115
- With balances
- 156
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Grupp Financial Llc CRD 168436 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $46,235 |
| Grp Financial | Investment advisory (plan), Other services, Direct payment from the plan | $3,577 |