Plan profile · 2023
FIRST UROLOGY P.S.C.
FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN · –
Sponsor contact
Address101 HOSPITAL BOULEVARD, JEFFERSONVILLE
State / ZIPIN 47130
Phone8122068171
EIN / Plan #351488175 / 001
Plan health
Assets (EOY)$62M
Participants317
Avg balance$196k
Employer contrib$2M
Distributions$7M
Red flags
Delinquent contribs$386k
Fidelity bond$500k
Bond adequate?yes
AuditorCHERRY BEKAERT LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| ROBERT W. BAIRD & CO. | – | $43k |
| RAYMOND JAMES & ASSOCIATES | – | $36k |
| SECURITIES AMERICA INC. | – | $24k |
| CUNNINGHAM FINANCIAL GROUP | – | $23k |
| MORGAN STANLEY | – | $22k |
| THE GLENVIEW TRUST COMPANY | – | $21k |
| CHARLES SCHWAB | – | $14k |
| MERITRUST WEALTH MANAGEMENT | – | $8k |