Plan Snapshot
- Plan Sponsor: National Kidney Partners, LLP
- Sponsor EIN: 593068073
- Sponsor Address: 14134 NEPHRON LANE, HUDSON, FL, 34667
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $24.4M
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 | 137 | $24.4M | $2.1M | $1.2M |
| 2023 | 144 | $19.2M | $1.4M | $875,847 |
| 2022 | 82 | $11.8M | $370,181 | $343,095 |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | Investment Advisor | $47,580 | — | $47,580 |
| ADP, INC. | Recordkeeper | $5,425 | — | $5,425 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWESTERN MUTUAL INVESTMENT SERV — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,005
- Estimated Expense Ratio: 0.217% 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 | $48,005 | $48,005 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |