Original filing (PDF)20231013164716NAL0045284048001

ADVANCED UROLOGY INSTITUTE, LLC

Name: ADVANCED UROLOGY INSTITUTE, LLC — ADVANCED UROLOGY INSTITUTE 401(K) PLAN, Form 5500 (2022)
Creator: ADVANCED UROLOGY INSTITUTE, LLC

Form 5500

FILING_RECEIVED

ADVANCED UROLOGY INSTITUTE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED UROLOGY INSTITUTE, LLC.

Plan sponsor

Name

ADVANCED UROLOGY INSTITUTE, LLC

EIN

46-2439971

Address

12109 COUNTY ROAD 103 · OXFORD, FL · 344842951

Phone

(352) 391-6001

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAP FINANCIAL PARTNERS	—	RALEIGH, NC	ADVISORS	$13K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp

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.

Investment	Type	Current value	% of plan
TR PRICE STABLE VALUE FUND SCH E T. ROWE PRICE · EIN 52-1309931 / PN 001	Common Collective Trust	$0	—

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