Plan Ledger DOL Form 5500 · updated monthly

Paradise Valley Pinnacle Peak Periodontics, PLLC401(k)

PARADISE VALLEY PINNACLE PEAK PERIODONTICS 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Paradise Valley Pinnacle Peak Periodontics, PLLC reported $7,181 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,819 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 0.04% to 0.09%. 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 (644th of 1,285), and 6,273rd of 11,911 in health care & social assistance. In 2024, employees put in $1.16 for every $1.00 the employer contributed; active participation has grown from 90 to 108 since 2022.

Plan summary
Net assets, end of year$8,428,784
Participants with balances152
Active participants108
Employer contributions$412,440
Employee contributions$476,786
Employer contribution per active participant$3,819
Average account balance$55,453
Benefits paid to participants$1,146,513
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN MOFFITT BEHM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 152 accts · $412K emplr
2023$7.8M · 149 accts · $310K emplr
2022$7.5M · 147 accts · $371K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,181
Total administrative$7,181
The Paradise Valley Pinnacle Peak Periodontics, PLLC 401(k) match · 2024
Employer contribution per active participant$3,819
Median for plans this size$1,313
2024$3,819 per active participant
2023$3,070 per active participant
2022$4,117 per active participant

Paradise Valley Pinnacle Peak Periodontics, PLLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
AMERICAN TRUST COMPANY · Recordkeeping$26,745
BLEAKLEY FINANCIAL GROUP · Investment advisory (plan)$31,834

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$7,181 · 0.09%
2023$5,049 · 0.07%
2022$3,121 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
The Guidance Center, Inc. AZ$9.0M · 0.60%
Momdoc, LLC AZ$8.1M · 1.01%
Mbi Acquisition Corp. AZ$8.0M · 0.42%
Infinity Hospice Care LLC AZ$8.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201473037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.