Plan Ledger DOL Form 5500 · updated monthly

Arizona Community Physicians, P.C.401(k)

ARIZONA COMMUNITY PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN & TRUST · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Arizona Community Physicians, P.C. reported $198,433 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,378 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 0.138%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 94th-largest of 1,285 plans among Arizona employers on file, and the 786th of 11,911 in health care & social assistance. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$151,796,544
Participants with balances885
Active participants831
Employer contributions$5,300,453
Employee contributions$4,774,999
Employer contribution per active participant$6,378
Average account balance$171,522
Benefits paid to participants$14,742,890
Plan auditUnmodified (clean) audit opinion
AuditorROBERTS GROUP CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$151.8M · 885 accts · $5.3M emplr
2023$136.5M · 864 accts · $5.2M emplr
2022$124.1M · 893 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,285
Investment management$78,167
Total administrative$198,433
The Arizona Community Physicians, P.C. 401(k) match · 2024
Employer contribution per active participant$6,378
Median for plans this size$3,635
2024$6,378 per active participant
2023$6,685 per active participant
2022$6,494 per active participant

Arizona Community Physicians, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$121,678
WELLSPRING FINANCIAL PARTNERS · Investment advisory (plan)$78,167

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$198,433 · 0.14%
2023$186,630 · 0.14%
2022$200,078 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
District Medical Group, Inc. AZ$300.3M · 0.08%
Usn Opco, LLC AZ$260.9M · 0.03%
Yuma Regional Medical Center AZ$180.5M · 0.12%
Hospice of the Valley AZ$130.0M · 0.17%
Kingman Healthcare, Inc. AZ$113.7M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860767800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.