# Western Nephrology & Metabolic Bone Disease, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/western-nephrology-metabolic-bone-disease-p-c-401k-plan

> Western Nephrology & Metabolic Bone Disease, P.C.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Nephrology & Metabolic Bone Disease, P.C.

- **Sponsor EIN:** 841460205

- **Sponsor Address:** 4891 INDEPENDENCE STREET SUITE 120, WHEAT RIDGE, CO, 80033

- **Plan Type:** 401(k)

- **Total Participants:** 103

- **Total Assets:** $32.6M

## 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|103|$32.6M|$500,973|$810,799|

| 2023|102|$30.6M|$508,115|$847,828|

| 2022|87|$24.8M|$468,700|$792,301|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$37,184|—|$37,184|

| COOK STREET CONSULTING INC|INVESTMENT ADVISOR|$15,000|—|$15,000|

| BROCK AND COMPANY CPAS PC|AUDITOR|$12,734|—|$12,734|

| BROCK AND COMPANY, CPAS, P.C.|Auditor|$12,734|—|$12,734|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,976|—|$11,976|

| MORGAN STANLEY CAPITAL MANAGEMENT I|INVESTMENT ADVISOR|$7,500|—|$7,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROCK AND COMPANY, CPAS, P.C.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,128

- **Estimated Expense Ratio:** 0.298% 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|$84,394|$34,476|—|$12,734|—|

| 2023|$80,624|$37,399|—|$9,295|—|

| 2022|$74,325|$41,369|$32,033|—|$923|

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