Plan Ledger DOL Form 5500 · updated monthly

Arizona Community Surgeons, PC401(k)

ARIZONA COMMUNITY SURGEONS, PC RETIREMENT PLAN · TUCSON, AZ · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Arizona Community Surgeons, PC reported $80,894 in plan administrative expenses for 2023: 0.35% of average plan assets, above the peer median. Employer contributions averaged $8,353 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 2 years on file its reported administrative ratio rose from 0.28% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 315th-largest of 1,285 plans among Arizona employers on file, and the 3,118th of 11,911 in health care & social assistance. In 2023, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has shrunk from 150 to 111 since 2022.

Plan summary
Net assets, end of year$25,467,620
Participants with balances210
Active participants111
Employer contributions$927,135
Employee contributions$841,904
Employer contribution per active participant$8,353
Average account balance$121,274
Benefits paid to participants$2,288,362
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 188 accts · $427K emplr
2023$25.5M · 210 accts · $927K emplr
2022$21.3M · 270 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$34,125
Investment management$40,000
Trustee / custodial$6,769
Total administrative$80,894
The Arizona Community Surgeons, PC 401(k) match · 2023
Employer contribution per active participant$8,353
Median for plans this size$2,440
2024$7,621 per active participant
2023$8,353 per active participant
2022$7,682 per active participant

Arizona Community Surgeons, PC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
WESPAC PLAN SERVICES, LLC · Contract administrator · Recordkeeping$34,125
WESPAC ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$40,000
CHARLES SCHWAB BANK · Custodial (securities) · Trustee (directed)$6,769

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

Recordkeeper by year2
2024WESPAC PLAN SERVICES, LLC
2023WESPAC PLAN SERVICES, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,888 · 0.34%
2023$80,894 · 0.35%
2022$63,605 · 0.28%
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 203604285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.