Urology Nevada, Ltd.'s EIN is 20-8628418.
Download the official 2024 Form 5500 (PDF) for Urology Nevada, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Urology Nevada, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | 26-2824668 | ORINDA, CA | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | HENDERSON, NC | NONE | $40K | — |
| WESPAC PLAN SERVICES, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 2 *Charles Schwab Bank SDBA | Mutual Funds | — | — | $6.7M | 42.0% | |
| 29 Charles Schwab Bank Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.1M | 6.9% | |
| 8 Charles Schwab Bank American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $1.1M | 6.6% | |
| 6 Charles Schwab Bank American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $973K | 6.1% | |
| 9 Charles Schwab Bank American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $814K | 5.1% | |
| 3 Charles Schwab Bank American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $803K | 5.0% | |
| 10 Charles Schwab Bank American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $608K | 3.8% | |
| 7 Charles Schwab Bank American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $415K | 2.6% | |
| 30 Charles Schwab Bank Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $411K | 2.6% | |
| 11 Charles Schwab Bank American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $377K | 2.3% | |
| 12 Charles Schwab Bank American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $323K | 2.0% | |
| 27 *Charles Schwab Bank Schwab Value Advantage Money Fund | Mutual Funds | — | — | $309K | 1.9% | |
| 32 Charles Schwab Bank Vanguard Total Intl Stock Index | Mutual Funds | — | — | $307K | 1.9% | |
| 31 Charles Schwab Bank Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $304K | 1.9% | |
| 19 Charles Schwab Bank Invesco Oppen Senior Float | Mutual Funds | — | — | $155K | 1.0% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | Other securities | — | — | $152K | 0.9% | |
| 25 Charles Schwab Bank Pimco Income Instl | Mutual Funds | — | — | $141K | 0.9% | |
| 23 Charles Schwab Bank JP Morgan Equity Income | Mutual Funds | — | — | $116K | 0.7% | |
| 22 Charles Schwab Bank JP Morgan Large Cap Growth | Mutual Funds | — | — | $91K | 0.6% | |
| 13 Charles Schwab Bank American Fund Bond Fund of America | Mutual Funds | — | — | $73K | 0.5% | |
| 21 Charles Schwab Bank John Hancock Disciplined Mid Cap | Mutual Funds | — | — | $73K | 0.5% | |
| 5 Charles Schwab Bank American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $51K | 0.3% | |
| 26 Charles Schwab Bank Pimco Short Term Fund | Mutual Funds | — | — | $46K | 0.3% | |
| 15 Charles Schwab Bank Cohen & Steers Realty Shares | Mutual Funds | — | — | $36K | 0.2% | |
| 28 Charles Schwab Bank Undiscovered MGRS BHVRL Value | Mutual Funds | — | — | $23K | 0.1% | |
| 4 Charles Schwab Bank American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $15K | <0.1% | |
| 18 Charles Schwab Bank Hood River SmallCap Growth Retirement Fund | Mutual Funds | — | — | $14K | <0.1% | |
| 20 Charles Schwab Bank Janus Henderson Enterprise | Mutual Funds | — | — | $13K | <0.1% | |
| 16 Charles Schwab Bank DFA Emerging Markets Core EQ Port | Mutual Funds | — | — | $9K | <0.1% | |
| 24 Charles Schwab Bank Parnassus Core Equity Income Fund | Mutual Funds | — | — | $8K | <0.1% | |
| 14 Charles Schwab Bank American Funds Europacific Grow | Mutual Funds | — | — | $6K | <0.1% | |
| 17 Charles Schwab Bank First Eagle Overseas Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-2824865 |
| ORINDA, CA |
| NONE |
| $24K |
| — |
| CERITY PARTNERS, LLC | 82-3417410 | SAN FRANCISCO, CA | NONE | $1 | — |
