# Nephrology Associates Medical Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nephrology-associates-medical-group-inc-401k-plan

> Nephrology Associates Medical Group, INC.'s 401(k) plan: 59 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|—|

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