Plan Snapshot
- Plan Sponsor: Nephrology Associates Of Kentuckiana, P.S.C.
- Sponsor EIN: 611141697
- Sponsor Address: 6400 DUTCHMANS PARKWAY, SUITE 250, LOUISVILLE, KY, 40205
- Plan Type: DC
- Total Participants: 87
- Total Assets: $24.6M
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 | 87 | $24.6M | $980,239 | $656,218 |
| 2023 | 85 | $24.4M | $871,261 | $685,472 |
| 2022 | 84 | $20.6M | $821,780 | $631,135 |
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 |
|---|---|---|---|---|
| LOUIS T ROTH & CO, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,753 | $48,753 | — | — | — |
| 2023 | $84,355 | — | — | — | — |
| 2022 | $64,196 | — | — | — | $64,196 |