Plan Ledger DOL Form 5500 · updated monthly

Nephrology Associates of Kentuckiana, P.S.C.401(k)

NEPHROLOGY ASSOCIATES OF KENTUCKIANA, P. S. C. RETIREMENT PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Nephrology Associates of Kentuckiana, P.S.C. reported $48,753 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $11,267 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 0.27% to 0.20%. 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 249th-largest of 871 plans among Kentucky employers on file, and the 3,199th of 11,911 in health care & social assistance. In 2024, the employer put in $1.49 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$24,578,314
Participants with balances183
Active participants87
Employer contributions$980,239
Employee contributions$656,218
Employer contribution per active participant$11,267
Average account balance$134,308
Benefits paid to participants$4,054,048
Plan auditUnmodified (clean) audit opinion
AuditorLOUIS T ROTH & CO, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$24.6M · 183 accts · $980K emplr
2023$24.4M · 174 accts · $871K emplr
2022$20.6M · 125 accts · $822K emplr
Administrative expenses, itemized · 2024
Investment management$48,753
Total administrative$48,753
The Nephrology Associates of Kentuckiana, P.S.C. 401(k) match · 2024
Employer contribution per active participant$11,267
Median for plans this size$2,416
2024$11,267 per active participant
2023$10,250 per active participant
2022$9,783 per active participant

Nephrology Associates of Kentuckiana, P.S.C.'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
MCGREGOR & ASSOCIATES, INC · Recordkeeping · Loan processing$8,670
LINCOLN NATIONAL CORPORATION$50

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

Recordkeeper by year2
2024MCGREGOR & ASSOCIATES, INC
2023MCGREGOR & ASSOCIATES, INC

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

Administrative cost history3
2024$48,753 · 0.20%
2023$84,355 · 0.37%
2022$64,196 · 0.27%
Similar plansHealth Care & Social Assistance · Kentucky
Methodist Health, Inc. KY$30.0M · 0.25%
Pathways, Inc. KY$28.7M · 0.30%
Harrison Memorial Hospital KY$26.4M · 0.27%
Health Help, Inc. KY$24.0M · 0.49%
Kentucky Blood Center KY$20.9M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 611141697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.