Plan Snapshot
- Plan Sponsor: Dallas Renal Group PA
- Sponsor EIN: 202199650
- Sponsor Address: 7999 W VIRGINIA DR STE A, DALLAS, TX, 752373845
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $21.6M
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 | 96 | $21.6M | $1.4M | $951,235 |
| 2023 | 97 | $18.2M | $0 | $772,947 |
| 2022 | 87 | $16.6M | $1.4M | $907,260 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | RECORDKEEPER | $17,471 | — | $17,471 |
| ERISA FIDUCIARY SERVICES, INC. | CONTRACT ADMINISTRATOR | $5,165 | — | $5,165 |
| POOLER CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- POOLER CPA GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,636
- Estimated Expense Ratio: 0.105% of plan assets
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 | $28,402 | $5,777 | $21,765 | — | — |
| 2023 | $16,930 | $2,125 | $14,160 | — | — |
| 2022 | $3,962 | $3,962 | — | — | — |