Plan Snapshot
- Plan Sponsor: Dallas Nephrology Associates P. A.
- Sponsor EIN: 751366650
- Sponsor Address: 1505 LBJ FREEWAY, SUITE 700, DALLAS, TX, 75234
- Plan Type: 401(k)
- Total Participants: 418
- Total Assets: $109.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 418 | $109.5M | $1.2M | $3.5M |
| 2023 | 385 | $101.3M | $1.1M | $3.4M |
| 2022 | 380 | $86.1M | $1.0M | $2.9M |
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 |
|---|---|---|---|---|
| BLAND GARVEY, PC | Auditor | — | — | $0 |
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 | $103,512 | $15,242 | — | — | — |
| 2023 | $60,921 | $1,781 | — | — | — |
| 2022 | $156,518 | $64,040 | $12,372 | — | $40,194 |