Department of Labor filing

UROLOGY SPECIALISTS OF THE CAROLINAS, PLLC

UROLOGY SPECIALISTS OF THE CAROLINAS, PLLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 5, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$6,803

Reported employer contributions per active participant.

Higher than about 81% of comparable plans

#People in the filing

116

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$2,452 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 0% of comparable plans

↗Investment performance

Not available

Plan assets changed 5.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions81st percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense0th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, UROLOGY SPECIALISTS OF THE CAROLINAS, PLLC reported $789,186 in employer contributions across the plan and 116 active participants. That works out to $6,803 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 29.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 21.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $789,186
Participant contributions: $530,031
Other contributions: Not reported
Employer share of reported contributions: 59.8%
Beginning assets: $28,215,798
Ending assets: $29,843,515
Ending net assets: $29,843,515
Ending liabilities: $0
Total income: $5,498,136
Total expenses: $3,870,419
Administrative expenses: $348,183
Participant loans: $109,903

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$9,661

2023

$7,811

2024

$6,803

Plan-paid administrative expenses per participant

2022

$2,017

2023

$1,982

2024

$2,452

Active participants

2022

108

2023

103

2024

116

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,803	116	29.8M	20251005152419NAL0002876705001
2023	$7,811	103	28.2M	20241009111047NAL0018203425001
2022	$9,661	108	25.3M	20231016164835NAL0077223106001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 562107759-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1999
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T2R3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
TRANSAMERICA FIN LIFE INS CO	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251005152419NAL0002876705001

Data sourceDOL Form 5500 bulk data ↗

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