Plan Ledger DOL Form 5500 · updated monthly

Arizona Arthritis & Rheumatology Associates, P.C.401(k)

ARIZONA ARTHRITIS & RHEUMATOLOGY ASSOCIATES, P.C. 401K PROFIT SHARING · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Arizona Arthritis & Rheumatology Associates, P.C. reported $152,632 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,848 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 0.64%. 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 317th-largest of 1,285 plans among Arizona employers on file, and the 3,144th of 11,911 in health care & social assistance. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 193 to 220 since 2022.

Plan summary
Net assets, end of year$25,176,409
Participants with balances291
Active participants220
Employer contributions$1,286,564
Employee contributions$1,414,227
Employer contribution per active participant$5,848
Average account balance$86,517
Benefits paid to participants$3,202,839
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 291 accts · $1.3M emplr
2023$22.2M · 257 accts · $824K emplr
2022$17.0M · 261 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,066
Investment management$84,566
Total administrative$152,632
The Arizona Arthritis & Rheumatology Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$5,848
Median for plans this size$2,416
2024$5,848 per active participant
2023$3,814 per active participant
2022$1,532 per active participant

Arizona Arthritis & Rheumatology Associates, P.C.'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 · 20243
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$84,566
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$50,294
EDBERG PERRY, LLC · Contract administrator · Other servicesindirect comp

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

Administrative cost history3
2024$152,632 · 0.64%
2023$120,521 · 0.62%
2022$116,766 · 0.63%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Terros, Inc. AZ$25.8M · 0.67%
Donor Network of Arizona AZ$25.6M · 0.60%
La Frontera Center, Inc. AZ$21.0M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860765242 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.