Plan Snapshot
- Plan Sponsor: North Carolina Nephrology, P.A.
- Sponsor EIN: 812808787
- Sponsor Address: 3700 BARRETT DRIVE, SUITE 200, RALEIGH, NC, 27609
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $41.2M
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. |
|---|---|---|---|---|
| 2024 | 108 | $41.2M | $1.2M | $1.1M |
| 2023 | 123 | $33.2M | $1.1M | $966,477 |
| 2022 | 98 | $24.0M | $1.0M | $851,390 |
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 |
|---|---|---|---|---|
| RUSSON + JOHNSTON CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON + JOHNSTON CPAS — Auditor
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 | $76,815 | $12,446 | $400 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |