Plan Ledger DOL Form 5500 · updated monthly

Cua Opco, LLC401(k)

UNITED UROLOGY GROUP RETIREMENT PLAN · OWINGS MILLS, MD · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Cua Opco, LLC reported $333,549 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $7,917 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 0.24% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 101st-largest of 1,671 plans among Maryland employers on file, and the 720th of 11,911 in health care & social assistance. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$170,828,878
Participants with balances1,609
Active participants1,179
Employer contributions$9,334,678
Employee contributions$8,053,407
Employer contribution per active participant$7,917
Average account balance$106,171
Benefits paid to participants$14,643,413
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$170.8M · 1,609 accts · $9.3M emplr
2023$148.4M · 1,649 accts · $8.3M emplr
2022$125.8M · 1,687 accts · $7.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$278,549
Investment management$55,000
Total administrative$333,549
The Cua Opco, LLC 401(k) match · 2024
Employer contribution per active participant$7,917
Median for plans this size$3,635
2024$7,917 per active participant
2023$7,373 per active participant
2022$6,555 per active participant

Cua Opco, LLC's 2024 employer contribution ran above the $3,635 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
JOHN HANCOCK RETIRMENT PLAN SERVICE · Recordkeeping$199,549
BLUE RIDGE ASSOCIATES · Pension consulting$79,000
RBC WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$55,000

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$333,549 · 0.21%
2023$331,932 · 0.24%
2022$319,919 · 0.24%
Same employer
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Tidalhealth, Inc. MD$276.2M · 0.08%
US Fertility Holdings, LLC MD$179.7M · 0.27%
Suburban Hospital, Inc. MD$162.0M · 0.11%
Sheppard Pratt Health System MD$156.6M · 0.22%
Carroll Hospital Center MD$155.1M · 0.11%
Capital Womens Care, LLC MD$147.0M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812954717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.