Plan Ledger DOL Form 5500 · updated monthly

Dallas Renal Group PA401(k)

DALLAS RENAL GROUP, P.A. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Dallas Renal Group PA reported $28,402 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $14,643 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 2 years on file its reported administrative ratio rose from 0.02% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,928th-largest of 5,688 plans among Texas employers on file, and the 3,486th of 11,911 in health care & social assistance. In 2024, the employer put in $1.48 for every $1.00 employees contributed themselves; active participation has grown from 87 to 96 since 2022.

Plan summary
Net assets, end of year$21,571,733
Participants with balances104
Active participants96
Employer contributions$1,405,721
Employee contributions$951,235
Employer contribution per active participant$14,643
Average account balance$207,421
Benefits paid to participants$1,648,770
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$21.6M · 104 accts · $1.4M emplr
2023$18.2M · 111 accts
2022$16.6M · 119 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,765
Investment management$5,777
Trustee / custodial$860
Total administrative$28,402
The Dallas Renal Group PA 401(k) match · 2024
Employer contribution per active participant$14,643
Median for plans this size$2,416
2024$14,643 per active participant
2022$16,139 per active participant

Dallas Renal Group PA's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PAYCHEX, INC. · Contract administrator · Recordkeeping$17,471
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$5,165

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

Recordkeeper by year2
2024Paychex
2023Paychex

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,402 · 0.14%
2023$16,930 · 0.10%
2022$3,962 · 0.02%
Similar plansHealth Care & Social Assistance · Texas
Lubbock Heart Hospital, LP TX$21.9M · 0.64%
Disability Rights Texas TX$21.4M · 0.44%
Southern Innovations, LLC TX$21.1M · 0.26%
Stonegate Senior Living, LP TX$20.9M · 0.64%
Oceans Acquisition, Inc. TX$20.7M · 1.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202199650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.