Plan Ledger DOL Form 5500 · updated monthly

Urology Clinics of North Texas, PLLC401(k)

UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Urology Clinics of North Texas, PLLC reported $195,903 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,959 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 rose from 0.27% to 0.30%. 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 827th-largest of 5,688 plans among Texas employers on file, and the 1,419th of 11,911 in health care & social assistance. In 2024, the employer put in $1.56 for every $1.00 employees contributed themselves; active participation has grown from 248 to 358 since 2022.

Plan summary
Net assets, end of year$71,496,547
Participants with balances444
Active participants358
Employer contributions$3,207,179
Employee contributions$2,060,571
Employer contribution per active participant$8,959
Average account balance$161,028
Benefits paid to participants$1,952,166
Plan auditUnmodified (clean) audit opinion
AuditorMALNORY, MCNEAL & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$71.5M · 444 accts · $3.2M emplr
2023$60.7M · 398 accts · $2.7M emplr
2022$52.4M · 310 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,500
Investment management$79,290
Trustee / custodial$26,113
Total administrative$195,903
The Urology Clinics of North Texas, PLLC 401(k) match · 2024
Employer contribution per active participant$8,959
Median for plans this size$3,635
2024$8,959 per active participant
2023$8,634 per active participant
2022$9,319 per active participant

Urology Clinics of North Texas, PLLC'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 · 20245
MILLIMAN, INC. · Recordkeeping · Pension consulting$97,529
COOK STREET CONSULTING, INC. · Investment advisory (participants) · Investment advisory (plan)$27,966
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)$26,113
MERRILL LYNCH · Investment advisory (plan)$25,572
CHARLES SCHWAB INVESTMENT MGMT · Investment advisory (plan)$18,722

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$195,903 · 0.30%
2023$161,144 · 0.28%
2022$151,514 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lifespace Communities, Inc. TX$76.7M · 0.34%
Emerus Holdings, Inc. TX$74.5M · 0.35%
Adc Physicians, P.A. TX$71.4M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752788839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.