Plan Snapshot
- Plan Sponsor: Nephrology Associates Of Northern Illinois And Indiana
- Sponsor EIN: 362907660
- Sponsor Address: 120 W. 22ND STREET, OAK BROOK, IL, 60302
- Plan Type: 401(k)
- Total Participants: 572
- Total Assets: $188.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 572 | $188.6M | $6.7M | $4.6M |
| 2023 | 579 | $165.3M | $6.3M | $4.3M |
| 2022 | 509 | $139.2M | $5.9M | $3.8M |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $78,750 | — | $78,750 |
| CAPITAL GROUP RETIREMENT PLAN SERV. | RECORDKEEPER | $52,467 | — | $52,467 |
| SHORE TOMPKINS ACTUARIAL RESOURCES | CONTRACT ADMIN | $46,646 | — | $46,646 |
| FINANCIAL SOLUTIONS LLC | INVESTMENT ADVISOR | $26,234 | — | $26,234 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,097
- Estimated Expense Ratio: 0.108% 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 | $198,848 | $104,984 | $41,397 | — | — |
| 2023 | $164,654 | $97,339 | $33,684 | — | — |
| 2022 | $166,610 | — | $166,610 | — | — |