Plan Ledger DOL Form 5500 · updated monthly

U.S. Urology Partners, LLC401(k)

U.S. UROLOGY PARTNERS 401(K) AND PROFIT SHARING PLAN · NOLENSVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

U.S. Urology Partners, LLC reported $124,641 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,220 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 0.41% to 0.11%. 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 128th-largest of 1,496 plans among Tennessee employers on file, and the 811th of 11,911 in health care & social assistance. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 558 to 918 since 2022.

Plan summary
Net assets, end of year$143,975,723
Participants with balances871
Active participants918
Employer contributions$2,037,906
Employee contributions$4,343,148
Employer contribution per active participant$2,220
Average account balance$165,299
Benefits paid to participants$21,621,583
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$144.0M · 871 accts · $2.0M emplr
2023$81.9M · 684 accts · $1.0M emplr
2022$73.6M · 676 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,281
Investment management$70,109
Trustee / custodial$11,251
Total administrative$124,641
The U.S. Urology Partners, LLC 401(k) match · 2024
Employer contribution per active participant$2,220
Median for plans this size$3,635
2024$2,220 per active participant
2023$1,896 per active participant
2022$1,981 per active participant

U.S. Urology Partners, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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
HAUSER RETIREMENT SOLUTIONS 2, LLC · Investment advisory (plan)$70,109
NEWPORT GROUP, INC. · Claims processing · Custodial (securities)$43,281
NEWPORT TRUST COMPANY · Trustee$11,251

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

Administrative cost history3
2024$124,641 · 0.11%
2023$133,583 · 0.17%
2022$242,325 · 0.41%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Orthotennessee, P.C. TN$153.3M · 0.22%
The Campbell Clinic, P.C. TN$148.2M · 0.02%
Holston Medical Group, Inc. TN$147.1M · 0.32%
Tivity Health, Inc. TN$128.5M · 0.10%
3LS Inc. TN$122.4M

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 832633831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.