The Centers for Advanced Urology, LLC's EIN is 47-4352018.
Download the official 2023 Form 5500 (PDF) for The Centers for Advanced Urology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Centers for Advanced Urology, LLC'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | CUSTODIAN | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERDENCE CAPITAL ADVISORS LLC | 82-1548745 | — | ADVISOR | $32K | — |
| SECURIAN FINANCIAL SERVICES INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $67K | 100.0% | |
| CHARLES SCHWAB & CO., INC. CHARLES SCHWAB POOLED SEPARATE ACCOUNTS · EIN 94-1737782 / PN 000 | Pooled Separate Account | — | — | $67K | 100.0% |
| 41-1486060 |
| — |
| ADVISOR |
| $1K |
| — |
| CREATIVE PLANNING LLC | 43-1270780 | — | ADVISOR | $69 | — |
