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Original filing (PDF)20251014092909NAL0002412177001
U.S. UROLOGY PARTNERS, LLC
Form 5500
FILING_RECEIVED
U.S. UROLOGY PARTNERS 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
918
Accounts w/ balance
871
Plan assets (EOY)
$144.0M
Net assets (EOY)
$144.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self-Directed Brokerage Accounts Other assets" is 37% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.S. UROLOGY PARTNERS, LLC.
Plan sponsor
Name
U.S. UROLOGY PARTNERS, LLC
EIN
83-2633831
Address
6688 NOLENSVILLE RD · STE 108, BOX 86 · BRENTWOOD, TN · 37027
Phone
(615) 819-6089
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2, LLC | — | CINCINNATI, OH | ADVISOR | $70K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $11K | — |
Investments
28 direct securities· $143.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Other assets | — | — | — | $53.8M | 37.3% | |
| Fidelity 500 Index Mutual fund | — | — | — | $11.1M | 7.7% | |
| MFS Lifetime 2025 - R4 Mutual fund | — | — | — | $10.5M | 7.3% | |
| MFS Conservative Allocation Fund R4 Mutual fund | — | — | — | $9.7M | 6.7% | |
| MFS Lifetime 2030 - R4 Mutual fund | — | — | — | $6.9M | 4.8% | |
| MFS International Equity Fund R6 Mutual fund | — | — | — | $5.3M | 3.7% | |
| MFS Massachusetts Investors Growth Stoc Mutual fund | — | — | — | $4.5M | 3.1% | |
| MFS Lifetime 2035 - R4 Mutual fund | — | — | — | $4.3M | 3.0% | |
| MFS Lifetime 2045 - R4 Mutual fund | — | — | — | $4.0M | 2.8% | |
| PGIM Total Return Bon CI R4 Mutual fund | — | — | — | $3.7M | 2.6% | |
| Large Cap Value Fund Fee CL R1 CIT Mutual fund | — | — | — | $3.7M | 2.6% | |
| MFS Lifetime 2040 - R4 Mutual fund | — | — | — | $3.2M | 2.3% | |
| MFS Lifetime 2050 - R4 Mutual fund | — | — | — | $3.0M | 2.1% | |
| Principal Midcap R5 Mutual fund | — | — | — | $2.8M | 2.0% | |
| Victory Sycamore Established Value I Mutual fund | — | — | — | $2.2M | 1.6% | |
| Ishares MSCI EAFE International Index Mutual fund | — | — | — | $2.1M | 1.5% | |
| MFS Growth Allocation R4 Mutual fund | — | — | — | $1.9M | 1.4% | |
| Fidelity Government Money Market K6 Money market | — | — | — | $1.9M | 1.3% | |
| Small Cap Growth II R1 Mutual fund | — | — | — | $1.6M | 1.1% | |
| MFS Moderate Allocation Fund R4 Mutual fund | — | — | — | $1.4M | 1.0% | |
| MFS Lifetime Income Fund - R4 Mutual fund | — | — | — | $1.4M | 0.9% | |
| JP Morgan Government Bond GM Mutual fund | — | — | — | $1.3M | 0.9% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $1.3M | 0.9% | |
| MFS Lifetime 2055 - R4 Mutual fund | — | — | — | $1.1M | 0.8% | |
| Macquarie Small Cap Core Fund Mutual fund | — | — | — | $921K | 0.6% | |
| MFS Lifetime 2060 - R4 Mutual fund | — | — | — | $258K | 0.2% | |
| MFS Aggressive Grth Alloc-R4 Mutual fund | — | — | — | $36K | <0.1% | |
| MFS Lifetime 2065 - R5 Mutual fund | — | — | — | $1K | <0.1% |