Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED KIDNEY INSTITUTE LLC
EIN 20-2405696insuranceLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANCED KIDNEY INSTITUTE LLC SAFE HARBOR 401(K) PLAN
401k
Assets$5.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ADVANCED KIDNEY INSTITUTE LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$622K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED KIDNEY INSTITUTE LLC SAFE HARBOR 401(K) PLAN | 401k | $5.2M | 17 | 2025 | |
| 002 | ADVANCED KIDNEY INSTITUTE LLC CASH BALANCE PENSION PLAN | CashBalance | $622K | 8 | 2025 |
Retirement plans