Stacey Lane signed Urology America MSO, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Urology America MSO, LLC's EIN is 85-1821731.
Download the official 2024 Form 5500 (PDF) for Urology America MSO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Urology America MSO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | NONE | $55K | — |
| FORVIS MAZARS, LLP |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 44-0160260 |
| — |
| NONE |
| $20K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index 59,746 shares | Common Collective Trusts | — | $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 | Stable Value | — | $3.3M | $4.1M | 6.8% | |
| Vanguard Target Retirement 2045 Inv 121,256 shares | Mutual Funds | — | $121K | $3.6M | 6.0% | |
| Individual Designed Brokerage Account Individual Designed Brokerage Account Individual Designed Brokerage Account | Self-Directed Brokerage | — | — | $3.4M | 5.7% | |
| Self-Directed Brokerage Accounts Ishares Bitcoin Trust ETF 63,546 shares | Self-Directed Brokerage | — | $64K | $3.4M | 5.6% | |
| Vanguard Target Retirement 2025 Inv 173,245 shares | Mutual Funds | — | $173K | $3.2M | 5.4% | |
| Vanguard Target Retirement 2035 Inv 130,488 shares | Mutual Funds | — | $130K | $3.1M | 5.2% | |
| MFS® Growth Fund R6 15,162 shares | Mutual Funds | — | $15K | $3.1M | 5.1% | |
| Vanguard Target Retirement 2030 Inv 80,646 shares | Mutual Funds | — | $81K | $3.1M | 5.1% | |
| Vanguard Equity-Income Adm 32,881 shares | Mutual Funds | — | $33K | $2.9M | 4.8% | |
| Baird Aggregate Bond Inst 265,853 shares | Other securities | — | $266K | $2.6M | 4.3% | |
| Vanguard Wellington™ Admiral™ 33,585 shares | Mutual Funds | — | $34K | $2.5M | 4.1% | |
| Vanguard Target Retirement 2050 Inv 49,712 shares | Mutual Funds | — | $50K | $2.5M | 4.1% | |
| T. Rowe Price Overseas Stock Fund I 194,935 shares | Other securities | — | $195K | $2.4M | 4.0% | |
| Columbia Small Cap Index Inst2 84,042 shares | Other securities | — | $84K | $2.0M | 3.3% | |
| Vanguard Target Retirement 2040 Inv 42,891 shares | Mutual Funds | — | $43K | $1.9M | 3.1% | |
| Vanguard Total Intl Stock Index Admiral 49,734 shares | Mutual Funds | — | $50K | $1.6M | 2.6% | |
| Vanguard Target Retirement 2055 Inv 27,568 shares | Mutual Funds | — | $28K | $1.5M | 2.5% | |
| Principal Mid Cap S&P 400 Index Fund Instl 69,165 shares | Common Collective Trusts | — | $69K | $1.5M | 2.5% | |
| T. Rowe Price Diversified Mid Cap Gr I 28,761 shares | Other securities | — | $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 | Mutual Funds | — | $16K | $839K | 1.4% | |
| DWS Rreef Real Estate Securities Fund-Inst 38,156 shares | Other securities | — | $38K | $826K | 1.4% | |
| MFS® Mid Cap Value R6 25,605 shares | Mutual Funds | — | $26K | $814K | 1.3% | |
| Macquarie Small Cap Value Instl 9,767 shares | Other securities | — | $10K | $682K | 1.1% | |
| PGIM High Yield Cl Z 140,436 shares | Other securities | — | $140K | $671K | 1.1% | |
| Vanguard Target Retirement 2065 Inv 18,108 shares | Mutual Funds | — | $18K | $609K | 1.0% | |
| Principal-Sm/Cap Gr I-R6 38,089 shares | Other securities | — | $38K | $568K | 0.9% | |
| Vanguard Inflation-Protected Secs Adm 19,056 shares | Mutual Funds | — | $19K | $429K | 0.7% | |
| PGIM Global Total Return Cl R6 77,146 shares | Other securities | — | $77K | $391K | 0.6% | |
| Vanguard Target Retirement 2020 Inv 12,320 shares | Mutual Funds | — | $12K | $326K | 0.5% | |
| Vanguard Target Retirement Income Inv 18,699 shares | Mutual Funds | — | $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% | Bonds / Notes | — | — | $188K | 0.3% | |
| July 2031 | Other securities | — | — | $188K | 0.3% | |
| Cash Equivalents Cash Equivalents 48,848 shares | Cash / Money Market | — | $49K | $49K | <0.1% | |
| Hennessy Cornerstone Mid Cap 30 Fund Inv 805 shares | Other securities | — | — | $18K | <0.1% | |
| Tarsus Pharmaceuticals Inc 140 shares | Common Stocks | — | — | $8K | <0.1% | |
| Fidelity® Select Construction & Hsg Port 65 shares | Mutual Funds | — | — | $8K | <0.1% | |
| Oberweis Micro-Cap 114 shares | Other securities | — | — | $5K | <0.1% | |
| Transdigm Group Inc 4 shares | Common Stocks | — | — | $5K | <0.1% | |
| Talen Energy Corp 20 shares | Common Stocks | — | — | $4K | <0.1% | |
| Microstrategy Inc Class A 13 shares | Common Stocks | — | — | $4K | <0.1% | |
| ProFunds UltraNASDAQ-100 Inv 27 shares | Other securities | — | — | $3K | <0.1% | |
| Schwab Cash Account 165 shares 165 Stocks Taiwan Semiconductor-Sp ADR 15 shares | Mutual Funds | — | — | $3K | <0.1% | |
| Motorola Solutions Inc 4 shares | Common Stocks | — | — | $2K | <0.1% | |
| Ameriprise Financial Inc 2 shares | Common Stocks | — | — | $1K | <0.1% |
