Original filing (PDF)20241007110126NAL0015964785001

RENAL ASSOCIATES, P.A.

Name: RENAL ASSOCIATES, P.A. — RENAL ASSOCIATES, P.A. 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: RENAL ASSOCIATES, P.A.

Form 5500

FILING_RECEIVED

RENAL ASSOCIATES, P.A. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

6 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RENAL ASSOCIATES, P.A..

Plan sponsor

Name

RENAL ASSOCIATES, P.A.

EIN

74-2083988

Address

16620 US HIGHWAY 281 N · SUITE 300 · SAN ANTONIO, TX · 78232

Phone

(210) 614-1231

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-05

Filed

2024-10-07

Pension benefit codes

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

6 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
FIT GROWTH B COMERICA BANK & TRUST · EIN 47-6649174 / PN 001	Common Collective Trust	$0	—
FIT CONSERVATIVE B COMERICA BANK & TRUST · EIN 47-6658632 / PN 001	Common Collective Trust	$0	—
FIT BALANCED B COMERICA BANK & TRUST · EIN 47-6652256 / PN 001	Common Collective Trust	$0	—
RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001	Common Collective Trust	$0	—
FIT AGGRESSIVE B COMERICA BANK & TRUST · EIN 47-6646422 / PN 001	Common Collective Trust	$0	—
FIT MOD CONSRV B COMERICA BANK & TRUST · EIN 47-6655437 / PN 001	Common Collective Trust	$0	—

1–6 of 6

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