Melanie CRUM signed Urology Austin, PLLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Urology Austin, PLLC's EIN is 20-5779666.
Download the official 2022 Form 5500 (PDF) for Urology Austin, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Urology Austin, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $8K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL Stable Value Account Series A 4,035,877 shares | Guaranteed Income / GIC | — | $4.0M | $4.9M | 12.6% | |
| Schwab Total Stock Market Index 44,160 shares | Common Collective Trusts | — | $44K | $2.9M | 7.4% | |
| Vanguard Equity-Income Adm 28,919 shares | Mutual Funds | — | $29K | $2.4M | 6.3% | |
| Baird Aggregate Bond Inst 252,213 shares | Other securities | — | $252K | $2.4M | 6.2% | |
| Vanguard Target Retirement 2025 Inv Vanguard Target Retirement 2025 Inv | Mutual Funds | — | $2.6M | $2.2M | 5.8% | |
| Vanguard Wellington™ Admiral™ Vanguard Wellington™ Admiral™ | Mutual Funds | — | $2.5M | $2.0M | 5.1% | |
| T Rowe Price Overseas Stock Fund I 171,420 shares | Mutual Funds | — | $171K | $1.9M | 4.8% | |
| MFS® Growth Fund R6 13,016 shares | Mutual Funds | — | $13K | $1.7M | 4.5% | |
| Vanguard Instl Trgt Retire 2045 Instl 68,394 shares | Mutual Funds | — | $68K | $1.6M | 4.0% | |
| Columbia Small Cap Index Inst2 57,587 shares | Other securities | — | $58K | $1.3M | 3.4% | |
| Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $1.4M | $1.2M | 3.2% | |
| Vanguard Instl Trgt Retire 2035 Instl 62,637 shares | Mutual Funds | — | $63K | $1.2M | 3.1% | |
| Vanguard Instl Trgt Retire 2030 Instl 34,206 shares | Mutual Funds | — | $34K | $1.1M | 2.8% | |
| Vanguard Total Intl Stock Index Admiral 37,851 shares | Mutual Funds | — | $38K | $1.1M | 2.7% | |
| Principal Mid Cap S&P 400 Index Fund Instl 49,028 shares | Common Collective Trusts | — | $49K | $965K | 2.5% | |
| Vanguard Instl Trgt Retire 2020 Instl 36,265 shares | Mutual Funds | — | $36K | $920K | 2.4% | |
| Vanguard Target Retirement 2050 Inv Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $1.0M | $901K | 2.3% | |
| DWS Rreef Real Estate Securities Fund-Inst 39,359 shares | Other securities | — | $39K | $750K | 1.9% | |
| Delaware Small Cap Value Instl 10,876 shares | Other securities | — | $11K | $745K | 1.9% | |
| Invesco Developing Markets Fund R6 20,016 shares | Mutual Funds | — | $20K | $699K | 1.8% | |
| T. Rowe Price Diversified Mid Cap Gr I 19,734 shares | Other securities | — | $20K | $698K | 1.8% | |
| PGIM High Yield Cl Z 121,094 shares | Other securities | — | $121K | $551K | 1.4% | |
| Goldman Sachs Financial Square Government Fund FST Service 314 shares 314 Alps Corecommodity Mgmt-I 56,667 shares | Mutual Funds | — | $57K | $460K | 1.2% | |
| PGIM Global Total Return Cl R6 90,039 shares | Other securities | — | $90K | $452K | 1.2% | |
| Principal-Sm/Cap Gr I-R6 35,032 shares | Other securities | — | $35K | $425K | 1.1% | |
| Assets Individually Designed Accounts Individually Designed Accounts | OTHER | — | $1.9M | $405K | 1.0% | |
| Vanguard Target Retirement 2055 Inv Vanguard Target Retirement 2055 Inv | Mutual Funds | — | $441K | $392K | 1.0% | |
| Vanguard Inflation-Protected Secs Adm 16,771 shares | Mutual Funds | — | $17K | $388K | 1.0% | |
| 8.5% due through July 2031 | Bonds / Notes | — | — | $345K | 0.9% | |
| Vanguard Target Retirement 2060 Inv Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $327K | $289K | 0.7% | |
| Grayscale Bitcoin Trust BTC 21,314 shares | Other securities | — | $21K | $177K | 0.5% | |
| Vanguard Target Retirement Income Inv 13,448 shares | Mutual Funds | — | $13K | $165K | 0.4% | |
| Grayscale Ethereum Trust 30,152 shares | Other securities | — | $30K | $144K | 0.4% | |
| Vanguard Instl Trgt Retire 2065 Instl 4,645 shares | Mutual Funds | — | $5K | $118K | 0.3% | |
| Self-Directed Brokerage Accounts TD Asset Management Money Market Portfolio 75,934 shares | Self-Directed Brokerage | — | $76K | $76K | 0.2% | |
| Vanguard Federal Money Market Investor 9,291 shares | Mutual Funds | — | $9K | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| NONE |
| $0 |
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