Plan Ledger DOL Form 5500 · updated monthly

Yium, Shenouda & Miller Ptrshp401(k)

NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN · CHATTANOOGA, TN · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Yium, Shenouda & Miller Ptrshp reported $116,171 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,289 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 rose from 0.52% to 0.57%. 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 515th-largest of 1,496 plans among Tennessee employers on file, and the 3,442nd of 11,911 in health care & social assistance. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 82 to 102 since 2022.

Plan summary
Net assets, end of year$21,964,846
Participants with balances252
Active participants102
Employer contributions$845,480
Employee contributions$773,617
Employer contribution per active participant$8,289
Average account balance$87,162
Benefits paid to participants$620,942
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 252 accts · $845K emplr
2023$18.6M · 277 accts · $482K emplr
2022$15.6M · 284 accts · $448K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,003
Investment management$71,168
Total administrative$116,171
The Yium, Shenouda & Miller Ptrshp 401(k) match · 2024
Employer contribution per active participant$8,289
Median for plans this size$2,416
2024$8,289 per active participant
2023$5,881 per active participant
2022$5,461 per active participant

Yium, Shenouda & Miller Ptrshp'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
FTB ADVISORS, INC. · Investment advisory (participants) · Investment advisory (plan)$71,168
THE VANGUARD GROUP, INC. · Custodial (securities) · Investment advisory (participants)$45,003

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$116,171 · 0.57%
2023$102,106 · 0.60%
2022$99,958 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Labconnect, LLC TN$22.8M · 0.37%
Cdha Holdings, LLC TN$22.3M · 0.06%
Clean Slate Centers, Inc. TN$20.0M · 0.66%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621077500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.