Plan Snapshot
- Plan Sponsor: American Kidney Fund, INC.
- Sponsor EIN: 237124261
- Sponsor Address: 11921 ROCKVILLE PIKE STE 300, ROCKVILLE, MD, 208522737
- Plan Type: 403(b)
- Total Participants: 108
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $20.1M | $733,571 | $881,115 |
| 2023 | 96 | $16.8M | $685,103 | $855,189 |
| 2022 | 89 | $14.2M | $625,271 | $772,800 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SB & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SB & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $773 | — | — | — | — |
| 2023 | $360 | — | — | — | — |
| 2022 | $115 | — | — | — | — |