· 2022–2024 · DOL EFAST2

Upstate Urology, Inc. — Upstate Urology, Inc. 401(a), Form 5500 (2024)

Original filing (PDF)20251009120723NAL0006545505001

Upstate Urology, Inc.

Form 5500-SF

FILING_RECEIVED

Upstate Urology, Inc. 401(a) Profit Sharing Plan & Trust

Defined-contribution retirement plan · Upstate Urology, Inc.'s Upstate Urology, Inc. 401(a) Profit Sharing Plan & Trust held $12.9M in plan assets for 22 participants in 2024.

Active participants

22

Accounts w/ balance

33

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSTATE UROLOGY, INC..

Plan sponsor

Name

UPSTATE UROLOGY, INC.

EIN

26-2993919all filings

Address

750 EAST ADAMS STREET · CWB #230 · SYRACUSE, NY · 13210

Phone

(315) 464-8282

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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