Plan Ledger DOL Form 5500 · updated monthly

Chardonnay Dialysis, LLC401(k)

CHARDONNAY DIALYSIS, LLC 401(K) PROFIT SHARING PLAN & TRUST · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
0.35%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Chardonnay Dialysis, LLC reported $22,736 in plan administrative expenses for 2023: 0.35% of average plan assets, below the peer median. Employer contributions averaged $1,310 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.11% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,587th of 5,688), and 6,818th of 11,911 in health care & social assistance. In 2023, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,097,712
Participants with balances204
Active participants304
Employer contributions$398,362
Employee contributions$941,198
Employer contribution per active participant$1,310
Average account balance$34,793
Benefits paid to participants$1,035,420
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$7.1M · 204 accts · $398K emplr
2022$5.8M · 184 accts · $332K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,296
Investment management$11,440
Total administrative$22,736
The Chardonnay Dialysis, LLC 401(k) match · 2023
Employer contribution per active participant$1,310
Median for plans this size$1,308
2023$1,310 per active participant
2022$1,278 per active participant

Chardonnay Dialysis, LLC's 2023 employer contribution ran above the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
RBC · Recordkeeping · Trustee$11,440
ADP, INC. · Loan processing · Recordkeeping$11,295
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$22,736 · 0.35%
2022$7,014 · 0.11%
Similar plansHealth Care & Social Assistance · Texas
Genesis Medical Group TX$7.2M · 1.04%
The Brookwood Community TX$7.2M · 0.00%
Deca Dental Holdings, LLC TX$7.1M · 2.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943220022 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.