Retirement plan

DIALYSIS CENTER 401(K) RETIREMENT PLAN

Name: DIALYSIS CENTER OF LINCOLN INC. - DIALYSIS CENTER 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: DIALYSIS CENTER OF LINCOLN INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIALYSIS CENTER 401(K) RETIREMENT PLAN, DIALYSIS CENTER OF LINCOLN INC.

DIALYSIS CENTER OF LINCOLN INC.EIN 47-0708725Plan #002PY 2025

7910 O STREET - LINCOLN, NE 68510402-489-5339

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.7M

+16.2% from 2024

Total participants

136

+6.3% from 2024

Average account balance

$90,599

+4.5% from 2024

Annual return

15.70%

+0.43 pp from 2024

Benchmarks

See 15,542 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort15,542 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.69M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

129

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$554K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$473

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
UNION BANK & TRUST COMPANY11+ years Service code 12 · EIN 47-0321480	Claims processing; Securities brokera...	$61,072
MATRIX CLEARANCE AND SETTLEMENT11+ years Service code 33 · EIN 13-4046432	Securities brokerage	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$61K

$718 / participant

Recordkeeping$61K100.0%

% of EOY assets

0.523%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,599

$76,407+18.6%

$150,298-39.7%

$82,448+9.9%

Participation rate

91.8%

66.4%+25.4pp

77.8%+14.0pp

68.1%+23.7pp

Annual return

15.70%

39.99%-24.3pp

62.79%-47.1pp

41.64%-25.9pp

Employer contribution / active EE

$1,715

$2,614-34.4%

$4,154-58.7%

$2,551-32.8%

Participant deferral / active EE

$4,804

$3,214+49.5%

$5,453-11.9%

$4,139+16.1%

Admin fee / account holder

$473

$6,352-92.5%

$14,116-96.6%

$7,234-93.5%

Provider

Service type

Compensation

UNION BANK & TRUST COMPANY11+ years

Service code 12 · EIN 47-0321480

Claims processing; Securities brokera...

$61,072

MATRIX CLEARANCE AND SETTLEMENT11+ years

Service code 33 · EIN 13-4046432

Securities brokerage

DIALYSIS CENTER 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIALYSIS CENTER 401(K) RETIREMENT 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