Original filing (PDF)20231013164716NAL0045284048001

Advanced Urology Institute, LLC

Name: Advanced Urology Institute, LLC — Advanced Urology, Form 5500 (2022)
Creator: Advanced Urology Institute, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Advanced Urology Institute 401(k) Plan

401(k) retirement plan · Advanced Urology Institute, LLC's Advanced Urology Institute 401(k) Plan filed a Form 5500 for plan year 2022, with T. Rowe Price as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Advanced Urology Institute, LLC's EIN is 46-2439971.

EIN 46-2439971

Plan number 001

Plan year 2022

ACK ID 20231013164716NAL0045284048001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Advanced Urology Institute, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Advanced Urology Institute, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ADVANCED UROLOGY INSTITUTE, LLC

EIN

all filings

Address

12109 COUNTY ROAD 103 · OXFORD, FL · 344842951

Phone

(352) 391-6001

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE	—	BALTIMORE, MD	RECORDKEEPER	$53K	—
ASCENSUS	—	NEW YORK, NY	THIRD PARTY ADM.	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAP FINANCIAL PARTNERS	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.