Plan Snapshot
- Plan Sponsor: National Renal Care, LLC
- Sponsor EIN: 474901709
- Sponsor Address: 4000 COVER STREET, SUITE 100, LONG BEACH, CA, 90808
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 248
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 248 | $10.4M | $295,776 | $1.1M |
| 2023 | 329 | $8.5M | $262,458 | $1.0M |
| 2022 | 262 | $6.4M | $241,528 | $986,339 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $31,051 | — | $31,051 |
| RFS OPCO LLC DBA ROCKEFELLER FINANC | Investment Advisor | $25,793 | — | $25,793 |
| EMPOWER ADVISORY GROUP, INC. | Investment Advisor | $13,524 | — | $13,524 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,368
- Estimated Expense Ratio: 0.676% 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 | $74,478 | $39,317 | $3,050 | — | — |
| 2023 | $66,014 | $32,399 | $3,350 | — | — |
| 2022 | $55,315 | $30,626 | $3,875 | — | $20,814 |