Back to filter
Original filing (PDF)20251003114143NAL0002182832001
EASTERN NEPHROLOGY ASSOCIATES PLLC
Form 5500
FILING_RECEIVED
EASTERN NEPHROLOGY ASSOCIATES, PLLC 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
205
Accounts w/ balance
258
Plan assets (EOY)
$38.0M
Net assets (EOY)
$38.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab Self-Direct Invest Fund V Schwab 0" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTERN NEPHROLOGY ASSOCIATES PLLC.
Plan sponsor
Name
EASTERN NEPHROLOGY ASSOCIATES PLLC
EIN
56-1634662
Address
3800 E 10TH STREET · GREENVILLE, NC · 27858
Phone
(252) 864-2033
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLENNIUM INVESTMENT & RETIRE | 56-2125552 | — | NONE | $20K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $7K | — |
Investments
26 direct securities· $36.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $10.3M | 27.2% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $3.5M | 9.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.5M | 9.1% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $3.4M | 9.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $3.1M | 8.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $2.4M | 6.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 4.8% | |
| DFA U.S. Core Equity I DFA 0 | — | — | — | $1.5M | 4.0% | |
| PIMCO Intl Bond (Unhedged) Instl PIMCO 0 | — | — | — | $1.0M | 2.7% | |
| DFA Inflation-Protected Sec Port I DFA 0 | — | — | — | $920K | 2.4% | |
| DFA International Value Portfolio I DFA 0 | — | — | — | $881K | 2.3% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $792K | 2.1% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $496K | 1.3% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $472K | 1.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 5 Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $456K | 1.2% | |
| Vanguard Short-Term Federal Adm Vanguard 0 | — | — | — | $372K | 1.0% | |
| Vanguard Energy Adm Vanguard 0 | — | — | — | $342K | 0.9% | |
| DFA Intl Small Company Port Instl DFA 0 | — | — | — | $311K | 0.8% | |
| DFA Emerging Mkts Small Cap Port I DFA 0 | — | — | — | $226K | 0.6% | |
| Vanguard Consumer Staples Index Adm Vanguard 0 | — | — | — | $187K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $171K | 0.4% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $148K | 0.4% | |
| PIMCO Total Return Instl PIMCO 0 | — | — | — | $133K | 0.4% | |
| PIMCO All Asset All Authority Instl PIMCO 0 | — | — | — | $104K | 0.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $27K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $26K | <0.1% |
Related plans
Similar-size Offices of Physicians plans
RADIOLOGIC CONSULTANTS LTD
RADIOLOGIC CONSULTANTS LTD PROFIT SHARING PLAN
$38.0M · 23 participants
CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A.
401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF CENTRAL FLORIDA HOSPITALIST PARTNERS, P.A.
$38.0M · 114 participants
ALLIED ANESTHESIA MEDICAL GROUP, INC.
ALLIED ANESTHESIA MEDICAL GROUP, INC. FULLERTON DIVISION 401(K) PROFIT SHARING PLAN
$38.1M · 21 participants
UROLOGY OF VIRGINIA, PLLC
UROLOGY OF VIRGINIA, PLLC 401(K) PROFIT SHARING PLAN
$38.1M · 218 participants
NORTHWEST MEDICAL SPECIALTIES, PLLC
NORTHWEST MEDICAL SPECIALTIES, PLLC 401(K) PS PLAN AND TRUST
$38.1M · 240 participants
COMMONWEALTH ANESTHESIA, PSC
COMMONWEALTH ANESTHESIA, PSC 401(K) PROFIT SHARING PLAN
$37.9M · 94 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants