Plan Ledger DOL Form 5500 · updated monthly

Nephrology Associates, P.A.401(k)

NEPHROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN · NEWARK, DE · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Nephrology Associates, P.A. reported $89,378 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $12,315 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 0.19% to 0.16%. 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 50th-largest of 242 plans among Delaware employers on file, and the 1,669th of 11,911 in health care & social assistance. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$57,922,419
Participants with balances152
Active participants120
Employer contributions$1,477,831
Employee contributions$1,154,818
Employer contribution per active participant$12,315
Average account balance$381,069
Benefits paid to participants$821,741
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.9M · 152 accts · $1.5M emplr
2023$50.9M · 143 accts · $1.4M emplr
2022$41.3M · 138 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,300
Investment management$49,969
Total administrative$89,378
The Nephrology Associates, P.A. 401(k) match · 2024
Employer contribution per active participant$12,315
Median for plans this size$3,635
2024$12,315 per active participant
2023$9,786 per active participant
2022$12,648 per active participant

Nephrology Associates, P.A.'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 · 20243
VEERY CAPITAL · Pension consulting · Investment advisory (plan)$65,078
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$24,300
LIMESTONE PENSION ASSOCATES, LLC · 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 history3
2024$89,378 · 0.16%
2023$84,384 · 0.18%
2022$76,279 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Delaware
Anesthesia Services, P.A. DE$117.7M · 0.13%
The Kendal Corporation DE$73.4M · 0.34%
Entad LLC DE$20.9M · 0.36%
Delaware Hospice, Inc. DE$14.0M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510123099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.