# Metrolina Nephrology Associates, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/metrolina-nephrology-associates-p-a-401k-plan

> Metrolina Nephrology Associates, P.A.'s 401(k) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Metrolina Nephrology Associates, P.A.

- **Sponsor EIN:** 561378901

- **Sponsor Address:** 3158 FREEDOM DRIVE, SUITE 3102, CHARLOTTE, NC, 28208

- **Plan Type:** 401(k)

- **Total Participants:** 220

- **Total Assets:** $60.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|220|$60.0M|$2.6M|$2.0M|

| 2023|198|$56.1M|$1.5M|$1.8M|

| 2022|195|$50.3M|$3.1M|$1.6M|

## 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|

| CAPFINANCIAL PARTNERS LLC|NONE|$130,250|—|$130,250|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$44,639|—|$44,639|

| BEACON POINTE ADVISORS LLC|NONE|$10,826|—|$10,826|

| HIGHTOWER ADVISORS LLC|NONE|$9,856|—|$9,856|

| GREERWALKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BEACON POINTE ADVISORS LLC](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — NONE

- [GREERWALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $195,571

- **Estimated Expense Ratio:** 0.326% 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|$195,571|$150,932|—|—|—|

| 2023|$173,162|$132,040|—|—|—|

| 2022|$172,887|$134,382|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/metrolina-nephrology-associates-p-a-401k-plan)

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