Plan Ledger DOL Form 5500 · updated monthly

Nephrology Associates of Northern Illinois and Indiana401(k)

N.A.N.I PHYSICIANS SERVICES PROFIT SHARING AND RETIREMENT SAVING PLAN · OAK BROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Nephrology Associates of Northern Illinois and Indiana reported $198,848 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $11,754 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 3 years on file its reported administrative ratio has held roughly steady near 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 355th-largest of 3,702 plans among Illinois employers on file, and the 669th of 11,911 in health care & social assistance. In 2024, the employer put in $1.46 for every $1.00 employees contributed themselves; active participation has grown from 509 to 572 since 2022.

Plan summary
Net assets, end of year$188,565,921
Participants with balances661
Active participants572
Employer contributions$6,723,349
Employee contributions$4,610,329
Employer contribution per active participant$11,754
Average account balance$285,274
Benefits paid to participants$11,557,085
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$188.6M · 661 accts · $6.7M emplr
2023$165.3M · 704 accts · $6.3M emplr
2022$139.2M · 593 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,864
Investment management$104,984
Total administrative$198,848
The Nephrology Associates of Northern Illinois and Indiana 401(k) match · 2024
Employer contribution per active participant$11,754
Median for plans this size$3,635
2024$11,754 per active participant
2023$10,895 per active participant
2022$11,671 per active participant

Nephrology Associates of Northern Illinois and Indiana's 2024 employer contribution ran above the $3,635 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 · 20244
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$78,750
CAPITAL GROUP RETIREMENT PLAN SERV.$52,467
SHORE TOMPKINS ACTUARIAL RESOURCES · Contract administrator$46,646
FINANCIAL SOLUTIONS LLC · Investment advisory (plan)$26,234

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$198,848 · 0.11%
2023$164,654 · 0.11%
2022$166,610 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Oak Street Health Mso, LLC IL$199.0M · 0.29%
Riverside Healthcare IL$195.8M · 0.08%
Sinai Health System IL$165.2M · 0.33%
Freeport Health Network IL$158.4M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362907660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.