Plan Snapshot
- Plan Sponsor: U.S. Renal Care, INC.
- Sponsor EIN: 621826478
- Sponsor Address: 5851 LEGACY CIRCLE, STE. 900 SUITE, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 7,484
- Total Assets: $340.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 7,484 | $340.2M | $11.3M | $32.7M |
| 2023 | 7,409 | $284.2M | $10.1M | $29.4M |
| 2022 | 7,799 | $227.3M | $8.2M | $24.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | RECORDKEEPER | $464,011 | — | $464,011 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $78,000 | — | $78,000 |
| WHITLEY PENN LLP | AUDITOR | $38,640 | — | $38,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $580,651
- Estimated Expense Ratio: 0.171% 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 | $582,150 | $79,500 | $61,450 | $38,640 | — |
| 2023 | $562,202 | $83,000 | $47,500 | $76,572 | — |
| 2022 | $588,454 | — | $588,454 | — | — |