Retirement plan

KIDNEY & HYPERTENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Name: KIDNEY & HYPERTENSION CONSULTANTS, INC. - KIDNEY & HYPERTENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: KIDNEY & HYPERTENSION CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIDNEY & HYPERTENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN, KIDNEY & HYPERTENSION CONSULTANTS, INC.

KIDNEY & HYPERTENSION CONSULTANTS, INC.EIN 34-1421578Plan #001PY 2025

4650 HILLS AND DALES ROAD NW, SUITE 100 - CANTON, OH 44708330-649-9400kandh.orgLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$15.3M

+19.8% from 2024

Total participants

+16.7% from 2024

Average account balance

$511,152

+11.8% from 2024

Annual return

14.95%

-2.40 pp from 2024

Benchmarks

See 5,366 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort5,366 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$15.33M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$511K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

81.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$666K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2533

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T2E3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$76K

$2815 / participant

Other / not subdivided$76K100.0%

% of EOY assets

0.496%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$511,152

$77,814+556.9%

$158,223+223.1%

$86,983+487.6%

Participation rate

81.5%

68.4%+13.1pp

79.2%+2.3pp

69.5%+11.9pp

Annual return

14.95%

30.54%-15.6pp

52.09%-37.1pp

25.83%-10.9pp

Employer contribution / active EE

$15,040

$2,592+480.2%

$4,109+266.0%

$2,584+481.9%

Participant deferral / active EE

$9,618

$3,270+194.2%

$5,467+75.9%

$4,194+129.3%

Admin fee / account holder

$2,533

$5,879-56.9%

$16,047-84.2%

$7,856-67.8%

KIDNEY & HYPERTENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIDNEY & HYPERTENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion