Plan Ledger DOL Form 5500 · updated monthly

Arizona Advanced Surgery, LLC401(k)

ARIZONA ADVANCED SURGERY 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.26%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Arizona Advanced Surgery, LLC reported $45,656 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $9,489 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 386th-largest of 1,285 plans among Arizona employers on file, and the 3,895th of 11,911 in health care & social assistance. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves; active participation has grown from 127 to 153 since 2022.

Plan summary
Net assets, end of year$18,483,704
Participants with balances198
Active participants153
Employer contributions$1,451,765
Employee contributions$1,158,132
Employer contribution per active participant$9,489
Average account balance$93,352
Benefits paid to participants$3,487,867
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $52K emplr
2024$18.5M · 198 accts · $1.5M emplr
2023$17.3M · 163 accts · $1.5M emplr
2022$13.4M · 138 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,205
Investment management$7,416
Total administrative$45,656
The Arizona Advanced Surgery, LLC 401(k) match · 2024
Employer contribution per active participant$9,489
Median for plans this size$2,416
2024$9,489 per active participant
2023$10,702 per active participant
2022$11,657 per active participant

Arizona Advanced Surgery, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
EMPOWER ADVISORY GROUP, LLC · Investment management$7,416
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$25

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$45,656 · 0.26%
2023$42,830 · 0.28%
2022$35,434 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Team Select Holding, LLC AZ$18.9M · 0.56%
Adelante Healthcare, Inc. AZ$18.7M · 0.04%
Winslow Memorial Hospital AZ$18.3M · 0.26%
Spooner, Inc. AZ$17.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843016310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.