Plan Ledger DOL Form 5500 · updated monthly

Urology Nevada, LTD.401(k)

UROLOGY NEVADA, LTD. 401(K) PROFIT SHARING PLAN · RENO, NV · plan year 2023

Reported admin expense ratio · 2023
0.47%

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

Urology Nevada, LTD. reported $67,393 in plan administrative expenses for 2023: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,684 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 0.49% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 149th-largest of 437 plans among Nevada employers on file, and the 4,263rd of 11,911 in health care & social assistance. In 2023, the employer put in $2.19 for every $1.00 employees contributed themselves; active participation has grown from 122 to 185 since 2022.

Plan summary
Net assets, end of year$16,215,937
Participants with balances160
Active participants185
Employer contributions$1,051,542
Employee contributions$480,257
Employer contribution per active participant$5,684
Average account balance$101,350
Benefits paid to participants$95,058
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 191 accts · $1.3M emplr
2023$16.2M · 160 accts · $1.1M emplr
2022$12.6M · 170 accts · $829K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,097
Investment management$42,777
Trustee / custodial$3,519
Total administrative$67,393
The Urology Nevada, LTD. 401(k) match · 2023
Employer contribution per active participant$5,684
Median for plans this size$2,440
2024$7,229 per active participant
2023$5,684 per active participant
2022$6,794 per active participant

Urology Nevada, LTD.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
WESPAC PLAN SERVICES, LLC · Contract administrator · Recordkeeping$21,097
CHARLES SCHWAB TRUST BANK · Contract administrator · Recordkeeping$3,519
CERITY PARTNERS, LLC · Investment advisory (participants) · Investment advisory (plan)$23,510
WESPAC ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$19,267

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

Recordkeeper by year2
2024Charles Schwab, WESPAC PLAN SERVICES, LLC
2023Charles Schwab, WESPAC PLAN SERVICES, LLC

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Administrative cost history3
2024$87,377 · 0.54%
2023$67,393 · 0.47%
2022$68,168 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Nevada
Hera Health Partners LP NV$20.3M · 0.41%
Med-Smart, Inc. NV$13.3M · 0.64%
Opportunity Village NV$13.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208628418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.