# U.S. Renal Care, INC. 401(k) Plan
Source: https://planprovider.pro/companies/u-s-renal-care-inc-401k-plan

> U.S. Renal Care, INC.'s 401(k) plan: 7,484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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