Retirement plan

UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN

Name: UROPARTNERS, LLC - UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: UROPARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN, UROPARTNERS, LLC

UROPARTNERS, LLCEIN 20-1780406Plan #001PY 2024

2245 ENTERPRISE DRIVE, SUITE 4506 - WESTCHESTER, IL 60154708-486-0076LinkedIn1-10 employees

Prospect flagsHigh feesWind-down / frozen

How to read this page

Total assets (EOY)

$24.2M

-16.0% from 2023

Total participants

310

-51.4% from 2023

Average account balance

$77,968

+8.4% from 2023

Annual return

10.75%

+0.05 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$24.17M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$78K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

310

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$366

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$48,920
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 13 PO BOX 2549 · NORTHBROOK, IL 600652549	Contract Administrator	$8,932
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 13 30 N LASALLE ST STE 2624 · CHICAGO, IL 60602	Contract Administrator	$7,049
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$2,225

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$113K

Recordkeeping$91K80.5%
Investment mgmt$2K2.0%
Contract admin$13K11.4%
Other / not subdivided$7K6.1%

% of EOY assets

0.469%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MATHIESON, MOYSKI, AUSTIN & CO., LL
Auditor EIN: 363480013
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,968

$183,539-57.5%

$155,556-49.9%

$145,897-46.6%

Participation rate

0.0%

82.7%-82.7pp

78.2%-78.2pp

80.3%-80.3pp

Annual return

10.75%

61.31%-50.6pp

64.84%-54.1pp

552.29%-541.5pp

Employer contribution / active EE

$5,315-100.0%

$4,675-100.0%

$4,663-100.0%

Participant deferral / active EE

$6,467-100.0%

$5,631-100.0%

$6,689-100.0%

Admin fee / account holder

$366

$19,275-98.1%

$15,885-97.7%

$13,390-97.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$48,920

HOWARD SIMON & ASSOCIATES, INC.10+ years

Service code 13

PO BOX 2549 · NORTHBROOK, IL 600652549

Contract Administrator

$8,932

ASCENSUS LLC1 year

Filed as: SCP RETIREMENT SERVICES LLC

Service code 13

30 N LASALLE ST STE 2624 · CHICAGO, IL 60602

Contract Administrator

$7,049

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$2,225

UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion