# Balboa Nephrology Medical Group, INC. DC Plan
Source: https://planprovider.pro/companies/balboa-nephrology-medical-group-inc-plan-004

> Balboa Nephrology Medical Group, INC.'s DC plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Balboa Nephrology Medical Group, INC.

- **Sponsor EIN:** 952848091

- **Sponsor Address:** 4225 EXECUTIVE SQUARE, LA JOLLA, CA, 92037

- **Plan Type:** DC

- **Total Participants:** 171

- **Total Assets:** $45.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|171|$45.3M|$3.1M|$1.6M|

| 2023|187|$38.8M|$2.9M|$1.5M|

| 2022|194|$29.9M|$2.4M|$1.3M|

## 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|

| JGD & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JGD & ASSOCIATES, LLP](https://planprovider.pro/provider/jgd-and-associates-llp) — 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|$189,600|$129,660|—|—|—|

| 2023|$153,317|$105,419|—|—|—|

| 2022|$147,236|—|—|—|—|

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