Balboa Nephrology Medical Group 401(k) match, vesting and fees
What Balboa Nephrology Medical Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Jgd & Associates, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Balboa Nephrology Medical Group: employer contribution per participant | $11,402 | |
| Peer median | $1,468 |
| Balboa Nephrology Medical Group: average balance | $167,181 | |
| Peer median | $37,786 |
| Balboa Nephrology Medical Group: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $32.5M at the end of plan year 2021 to $45.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 271 | $45.3M | $3.1M | $11,402 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 277 | $38.8M | $2.9M | $10,621 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 265 | $29.9M | $2.4M | $9,244 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 245 | $32.5M | $2.6M | $10,446 | 0.51% | Not published | Form 5500 ↗ |
Other Balboa Nephrology Medical Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Balboa Nephrology Medical Group, Inc. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Balboa Nephrology Medical Group match 401(k) contributions?
The match terms for the Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $11,402 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Balboa Nephrology Medical Group 401(k) match vested?
The vesting schedule for the Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Balboa Nephrology Medical Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Balboa Nephrology Medical Group, Inc..
I left Balboa Nephrology Medical Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Balboa Nephrology Medical Group, Inc., (858) 266-1095) or the recordkeeper, Fidelity Investments Institutional. The Balboa Nephrology Medical Group old 401(k) page lists the contacts from every plan filing. Find an old Balboa Nephrology Medical Group 401(k)
Data from the public Form 5500 annual reports Balboa Nephrology Medical Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Balboa Nephrology Medical Group. Not financial advice. Report a correction · Methodology