Joseph a. Caplan, MD, PC dba Cardiac Solutions401(k)
JOSEPH A. CAPLAN, MD, PC 401(K) PROFIT SHARING PLAN & TRUST · PEORIA, AZ · plan year 2024
Joseph a. Caplan, MD, PC dba Cardiac Solutions reported $49,164 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. 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 fell from 0.86% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (717th of 1,285), and 6,863rd of 11,911 in health care & social assistance. active participation has grown from 211 to 264 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 860633950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.