Plan Ledger DOL Form 5500 · updated monthly

North Carolina Nephrology, P.A.401(k)

NORTH CAROLINA NEPHROLOGY, P. A. 401(K) PROFIT SHARING PLAN · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

North Carolina Nephrology, P.A. reported $76,815 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $10,746 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.

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 437th-largest of 2,005 plans among North Carolina employers on file, and the 2,193rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$41,220,796
Participants with balances128
Active participants108
Employer contributions$1,160,589
Employee contributions$1,069,709
Employer contribution per active participant$10,746
Average account balance$322,037
Benefits paid to participants$3,044,013
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,369
Investment management$12,446
Total administrative$76,815
The North Carolina Nephrology, P.A. 401(k) match · 2024
Employer contribution per active participant$10,746
Median for plans this size$2,416

North Carolina Nephrology, P.A.'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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY A · Recordkeeping · Custodial (securities)$63,969
LEVEL FOUR ADVISORY SERVICES, LLC · Investment advisory (plan)$8,000
GILLIAM BELL MOSER LLP · Accounting / audit · Consulting$400

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

Administrative cost history1
2024$76,815 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Hillco, LTD. NC$41.9M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812808787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.