Plan Ledger DOL Form 5500 · updated monthly

Arizona Ob/Gyn Affiliates P.C.401(k)

ARIZONA OB/GYN AFFILIATES PC 401(K) RETIREMENT PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Arizona Ob/Gyn Affiliates P.C. reported $99,427 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,639 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 0.31%. 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 257th-largest of 1,285 plans among Arizona employers on file, and the 2,533rd of 11,911 in health care & social assistance. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 420 to 597 since 2022.

Plan summary
Net assets, end of year$33,911,915
Participants with balances613
Active participants597
Employer contributions$1,575,632
Employee contributions$1,968,225
Employer contribution per active participant$2,639
Average account balance$55,321
Benefits paid to participants$2,628,302
Plan auditUnmodified (clean) audit opinion
AuditorREDW LLC
Plan history3
Yearassets · accounts · employer contribution
2024$33.9M · 613 accts · $1.6M emplr
2023$29.4M · 613 accts · $1.6M emplr
2022$24.6M · 531 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,291
Investment management$29,386
Total administrative$99,427
The Arizona Ob/Gyn Affiliates P.C. 401(k) match · 2024
Employer contribution per active participant$2,639
Median for plans this size$2,416
2024$2,639 per active participant
2023$3,474 per active participant
2022$3,404 per active participant

Arizona Ob/Gyn Affiliates P.C.'s 2024 employer contribution ran above the $2,416 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 · 20243
NEWPORT GROUP, INC. · Loan processing$67,291
RAYMOND JAMES FINANCIAL · Investment advisory (plan)$29,386
PENSION PLANNERS, INC. · Loan processing$2,750

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$99,427 · 0.31%
2023$82,814 · 0.31%
2022$70,246 · 0.28%
Similar plansHealth Care & Social Assistance · Arizona
Pima Heart Physicians, P.C. AZ$37.4M · 0.18%
Genesis Ob/Gyn, P.C. AZ$32.7M · 0.35%
Marana Health Center, Inc. AZ$30.8M · 0.43%
Community Bridges, Inc. AZ$30.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205198811 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.