Plan Snapshot
- Plan Sponsor: Nephrology Associates Medical Group, INC.
- Sponsor EIN: 330686333
- Sponsor Address: 3660 PARK SIERRA DRIVE, SUITE 203, RIVERSIDE, CA, 92505
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $47.6M
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. |
|---|---|---|---|---|
| 2023 | 59 | $47.6M | $994,691 | $1.0M |
| 2022 | 114 | $44.3M | $1.0M | $902,035 |
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | INVESTMENT ADVISOR | $84,558 | — | $84,558 |
| VALENTINE CPA, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,558
- Estimated Expense Ratio: 0.178% 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 |
|---|---|---|---|---|---|
| 2023 | $66,686 | $61,709 | — | — | — |
| 2022 | $81,939 | $48,233 | — | — | — |