Plan Ledger DOL Form 5500 · updated monthly

National Renal Care, LLC401(k)

NATIONAL RENAL CARE 401(K) PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

National Renal Care, LLC reported $74,478 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,193 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 fell from 0.86% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,339th of 9,483), and the 5,586th of 11,911 in health care & social assistance. In 2024, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,402,752
Participants with balances294
Active participants248
Employer contributions$295,776
Employee contributions$1,147,459
Employer contribution per active participant$1,193
Average account balance$35,384
Benefits paid to participants$579,362
Plan auditUnmodified (clean) audit opinion
AuditorWTHUMSMITHBROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 294 accts · $296K emplr
2023$8.5M · 290 accts · $262K emplr
2022$6.4M · 220 accts · $242K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,161
Investment management$39,317
Total administrative$74,478
The National Renal Care, LLC 401(k) match · 2024
Employer contribution per active participant$1,193
Median for plans this size$1,313
2024$1,193 per active participant
2023$798 per active participant
2022$922 per active participant

National Renal Care, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
RFS OPCO LLC DBA ROCKEFELLER FINANC · Investment advisory (plan)$25,793
EMPOWER ADVISORY GROUP, INC. · Investment management$13,524

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

Administrative cost history3
2024$74,478 · 0.79%
2023$66,014 · 0.88%
2022$55,315 · 0.86%
Same employer
Similar plansHealth Care & Social Assistance · California
Bill Wilson Center CA$10.5M · 0.63%
San Diego Youth Services CA$10.5M · 0.02%
Lincoln CA$10.4M · 0.00%
Front St. Inc. CA$10.4M · 0.01%
The Trevor Project, Inc. CA$10.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474901709 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.