Plan Ledger DOL Form 5500 · updated monthly

Carolina Urology Partners, PLLC401(k)

CAROLINA UROLOGY PARTNERS, PLLC EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST · HUNTERSVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Carolina Urology Partners, PLLC reported $91,837 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $9,030 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 558th-largest of 2,005 plans among North Carolina employers on file, and the 2,750th of 11,911 in health care & social assistance. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$30,401,575
Participants with balances181
Active participants127
Employer contributions$1,146,809
Employee contributions$1,004,804
Employer contribution per active participant$9,030
Average account balance$167,965
Benefits paid to participants$3,251,847
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.4M · 181 accts · $1.1M emplr
2023$28.5M · 178 accts · $1.1M emplr
2022$23.7M · 186 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,231
Investment management$39,606
Total administrative$91,837
The Carolina Urology Partners, PLLC 401(k) match · 2024
Employer contribution per active participant$9,030
Median for plans this size$2,416
2024$9,030 per active participant
2023$8,920 per active participant
2022$9,120 per active participant

Carolina Urology Partners, PLLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Custodial (securities)$51,456
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$36,000
GILLIAM BELL MOSER LLP · Accounting / audit$775

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$91,837 · 0.31%
2023$84,871 · 0.33%
2022$82,365 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Honorbridge NC$31.3M · 0.14%
Everyage NC$29.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273905550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.