Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHWESTERN UROLOGY, INC.
EIN 88-0276559management consultingLatest filing 2025
Plans
2
Retirement
2
$940K assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $940K assets / 29 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SOUTHWESTERN UROLOGY, INC. CASH BALANCE PLAN
CashBalance
Assets$785K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOUTHWESTERN UROLOGY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$155K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SOUTHWESTERN UROLOGY, INC. CASH BALANCE PLAN | CashBalance | $785K | 14 | 2025 | |
| 003 | SOUTHWESTERN UROLOGY, INC. PROFIT SHARING PLAN | ProfitSharing | $155K | 15 | 2024 |
Retirement plans