Back to filter
Original filing (PDF)20251015082246NAL0002099843001
UROLOGY AMERICA MSO, LLC
Form 5500
FILING_RECEIVED
UROLOGY AMERICA MSO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
691
Accounts w/ balance
604
Plan assets (EOY)
$60.3M
Net assets (EOY)
$60.3M
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UROLOGY AMERICA MSO, LLC.
Plan sponsor
Name
UROLOGY AMERICA MSO, LLC
EIN
85-1821731
Address
8240 MOPAC EXPRESSWAY · SUITE 100 · AUSTIN, TX · 78759
Phone
(512) 687-1964
Industry
Offices of Physicians· Health Care & Social Assistancesee all
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
2025-10-15
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $55K | — |
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $47K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $20K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
46 direct securities · 1 pooled fund· $63.8M(100% of reported assets)
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.
Uncategorized
$58.4M
44 holdings
Guaranteed Income / GIC
$4.1M
1 holding
Common Collective Trust
$1.1M
1 holding
Mutual Funds
$193K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index 59,746 shares | — | — | $60K | $5.9M | 9.8% | |
| Value of Funds Held in Insurance Co. General Account (Unallocated Contracts) AUL Stable Value Account Series A AUL Stable Value Account Series A | Guaranteed Income / GIC | — | $3.3M | $4.1M | 6.8% | |
| Vanguard Target Retirement 2045 Inv 121,256 shares | — | — | $121K | $3.6M | 6.0% | |
| Individual Designed Brokerage Account Individual Designed Brokerage Account Individual Designed Brokerage Account | — | — | — | $3.4M | 5.7% | |
| Self-Directed Brokerage Accounts Ishares Bitcoin Trust ETF 63,546 shares | — | — | $64K | $3.4M | 5.6% | |
| Vanguard Target Retirement 2025 Inv 173,245 shares | — | — | $173K | $3.2M | 5.4% | |
| Vanguard Target Retirement 2035 Inv 130,488 shares | — | — | $130K | $3.1M | 5.2% | |
| MFS® Growth Fund R6 15,162 shares | — | — | $15K | $3.1M | 5.1% | |
| Vanguard Target Retirement 2030 Inv 80,646 shares | — | — | $81K | $3.1M | 5.1% | |
| Vanguard Equity-Income Adm 32,881 shares | — | — | $33K | $2.9M | 4.8% | |
| Baird Aggregate Bond Inst 265,853 shares | — | — | $266K | $2.6M | 4.3% | |
| Vanguard Wellington™ Admiral™ 33,585 shares | — | — | $34K | $2.5M | 4.1% | |
| Vanguard Target Retirement 2050 Inv 49,712 shares | — | — | $50K | $2.5M | 4.1% | |
| T. Rowe Price Overseas Stock Fund I 194,935 shares | — | — | $195K | $2.4M | 4.0% | |
| Columbia Small Cap Index Inst2 84,042 shares | — | — | $84K | $2.0M | 3.3% | |
| Vanguard Target Retirement 2040 Inv 42,891 shares | — | — | $43K | $1.9M | 3.1% | |
| Vanguard Total Intl Stock Index Admiral 49,734 shares | — | — | $50K | $1.6M | 2.6% | |
| Vanguard Target Retirement 2055 Inv 27,568 shares | — | — | $28K | $1.5M | 2.5% | |
| Principal Mid Cap S&P 400 Index Fund Instl 69,165 shares | — | — | $69K | $1.5M | 2.5% | |
| T. Rowe Price Diversified Mid Cap Gr I 28,761 shares | — | — | $29K | $1.3M | 2.2% | |
| LAZARD EMERGING MARKETS EQUITY ADV GREAT GRAY TRUST COMPANY, LLC · EIN 86-1758580 / PN 674 | Common Collective Trust | — | $114K | $1.1M | 1.8% | |
| Vanguard Target Retirement 2060 Inv 16,364 shares | — | — | $16K | $839K | 1.4% | |
| DWS Rreef Real Estate Securities Fund-Inst 38,156 shares | — | — | $38K | $826K | 1.4% | |
| MFS® Mid Cap Value R6 25,605 shares | — | — | $26K | $814K | 1.3% | |
| Macquarie Small Cap Value Instl 9,767 shares | — | — | $10K | $682K | 1.1% | |
| PGIM High Yield Cl Z 140,436 shares | — | — | $140K | $671K | 1.1% | |
| Vanguard Target Retirement 2065 Inv 18,108 shares | — | — | $18K | $609K | 1.0% | |
| Principal-Sm/Cap Gr I-R6 38,089 shares | — | — | $38K | $568K | 0.9% | |
| Vanguard Inflation-Protected Secs Adm 19,056 shares | — | — | $19K | $429K | 0.7% | |
| PGIM Global Total Return Cl R6 77,146 shares | — | — | $77K | $391K | 0.6% | |
| Vanguard Target Retirement 2020 Inv 12,320 shares | — | — | $12K | $326K | 0.5% | |
| Vanguard Target Retirement Income Inv 18,699 shares | — | — | $19K | $245K | 0.4% | |
| Alps Corecommodity Mgmt-I 26,783 shares | Mutual Funds | — | $27K | $193K | 0.3% | |
| Participant Loans Master Participant Loan Interest Rates 3.25% - 9.50% | — | — | — | $188K | 0.3% | |
| July 2031 | — | — | — | $188K | 0.3% | |
| Cash Equivalents Cash Equivalents 48,848 shares | — | — | $49K | $49K | <0.1% | |
| Hennessy Cornerstone Mid Cap 30 Fund Inv 805 shares | — | — | — | $18K | <0.1% | |
| Tarsus Pharmaceuticals Inc 140 shares | — | — | — | $8K | <0.1% | |
| Fidelity® Select Construction & Hsg Port 65 shares | — | — | — | $8K | <0.1% | |
| Oberweis Micro-Cap 114 shares | — | — | — | $5K | <0.1% | |
| Transdigm Group Inc 4 shares | — | — | — | $5K | <0.1% | |
| Talen Energy Corp 20 shares | — | — | — | $4K | <0.1% | |
| Microstrategy Inc Class A 13 shares | — | — | — | $4K | <0.1% | |
| ProFunds UltraNASDAQ-100 Inv 27 shares | — | — | — | $3K | <0.1% | |
| Schwab Cash Account 165 shares 165 Stocks Taiwan Semiconductor-Sp ADR 15 shares | — | — | — | $3K | <0.1% | |
| Motorola Solutions Inc 4 shares | — | — | — | $2K | <0.1% | |
| Ameriprise Financial Inc 2 shares | — | — | — | $1K | <0.1% |