Retirement plan

AMERICAN SOCIETY OF NEPHROLOGY, INC . 401(K) PROFIT SHARING PLAN

Name: AMERICAN SOCIETY OF NEPHROLOGY, INC. - AMERICAN SOCIETY OF NEPHROLOGY, INC . 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: AMERICAN SOCIETY OF NEPHROLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN SOCIETY OF NEPHROLOGY, INC . 401(K) PROFIT SHARING PLAN, AMERICAN SOCIETY OF NEPHROLOGY, INC.

AMERICAN SOCIETY OF NEPHROLOGY, INC.EIN 52-6078378Plan #001PY 2024

1401 H STREET, NW, SUITE 900 - WASHINGTON, DC 20005202-640-4678asn-online.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$10M

+23.6% from 2023

Total participants

104

+3.0% from 2023

Average account balance

$99,896

+15.0% from 2023

Annual return

13.92%

-2.48 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.99M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

100

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.

192.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+13.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4230

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$423K

$8135 / participant

Other / not subdivided$423K100.0%

% of EOY assets

4.235%

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

$99,896

$81,358+22.8%

$155,556-35.8%

$80,959+23.4%

Participation rate

92.3%

66.3%+26.0pp

78.2%+14.1pp

67.7%+24.6pp

Annual return

13.92%

33.39%-19.5pp

64.84%-50.9pp

35.67%-21.8pp

Employer contribution / active EE

$13,816

$3,106+344.8%

$4,675+195.5%

$2,757+401.1%

Participant deferral / active EE

$8,499

$3,455+146.0%

$5,631+50.9%

$4,300+97.6%

Admin fee / account holder

$4,230

$7,994-47.1%

$15,885-73.4%

$6,925-38.9%

AMERICAN SOCIETY OF NEPHROLOGY, INC . 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SOCIETY OF NEPHROLOGY, 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