# Dallas Renal Group PA 401(k) Plan
Source: https://planprovider.pro/companies/dallas-renal-group-p-a-401k-plan

> Dallas Renal Group PA's 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [POOLER CPA GROUP LLC](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [U.S. Renal Care, INC.](https://planprovider.pro/companies/u-s-renal-care-inc-401k-plan) — 7,484 participants

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