Plan Ledger DOL Form 5500 · updated monthly

Palo Verde Hematology Oncology, LTD401(k)

PALO VERDE HEMATOLOGY ONCOLOGY 401K PROFIT SHARING PLAN & TRUST · GLENDALE, AZ · plan year 2025

Reported admin expense ratio · 2025
0.52%

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

Palo Verde Hematology Oncology, LTD reported $93,754 in plan administrative expenses for 2025: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,548 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 rose from 0.45% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 373rd-largest of 1,285 plans among Arizona employers on file, and the 3,744th of 11,911 in health care & social assistance. In 2025, employees put in $1.88 for every $1.00 the employer contributed; active participation has shrunk from 288 to 120 since 2022.

Plan summary
Net assets, end of year$19,607,977
Participants with balances188
Active participants120
Employer contributions$545,776
Employee contributions$1,026,241
Employer contribution per active participant$4,548
Average account balance$104,298
Benefits paid to participants$4,339,399
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$19.6M · 188 accts · $546K emplr
2024$16.1M · 208 accts · $613K emplr
2023$12.8M · 188 accts · $570K emplr
2022$10.2M · 185 accts · $524K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$93,754
Total administrative$93,754
The Palo Verde Hematology Oncology, LTD 401(k) match · 2025
Employer contribution per active participant$4,548
Median for plans this size$2,666
2025$4,548 per active participant
2024$1,940 per active participant
2023$1,820 per active participant
2022$1,820 per active participant

Palo Verde Hematology Oncology, LTD's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
NATIONWIDE · Claims processing · Contract administrator$46,302
MMA SECURITIES LLC PEARTREE · Investment advisory (plan)$46,433

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

Recordkeeper by year3
2025Nationwide
2024Nationwide
2023Nationwide

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

Administrative cost history4
2025$93,754 · 0.52%
2024$84,966 · 0.59%
2023$59,055 · 0.51%
2022$48,966 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Accumen Inc. AZ$20.4M · 0.31%
Team Select Holding, LLC AZ$18.9M · 0.56%
Adelante Healthcare, Inc. AZ$18.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860416050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.