Plan Snapshot
- Plan Sponsor: Mid-Atlantic Nephrology Associates
- Sponsor EIN: 521218545
- Sponsor Address: 1589 SULPHUR SPRING RD, STE 109, BALTIMORE, MD, 21227
- Plan Type: DC
- Total Participants: 123
- Total Assets: $76.4M
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 | 123 | $76.4M | $1.7M | $1.4M |
| 2023 | 114 | $63.8M | $1.6M | $1.3M |
| 2022 | 116 | $50.9M | $1.5M | $1.1M |
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 |
|---|---|---|---|---|
| THE FINANCIAL CONSULATE, INC | INVESTMENT ADVISOR | $13,729 | — | $13,729 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,358 | — | $13,358 |
| ELLIN & TUCKER, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE FINANCIAL CONSULATE, INC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ELLIN & TUCKER, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,087
- Estimated Expense Ratio: 0.035% 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 | $24,751 | — | — | — | — |
| 2023 | $36,296 | $11,825 | — | — | — |
| 2022 | $50,004 | — | — | — | — |