What are the fees in the Pima Heart Physicians, P.C. 401(k) plan?

For plan year 2022, Pima Heart Physicians, P.C. reported $78,468 in plan administrative expenses, or 0.18% of average plan assets — below the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Pima Heart Physicians, P.C. 401(k)?

The average participant account balance was $78,453 for plan year 2022, based on 477 accounts.

Pima Heart Physicians, P.C.401(k)

Name: Pima Heart Physicians, P.C. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

PIMA HEART PHYSICIANS, P.C. EMPLOYEE SAVINGS PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022

0.18%

Pima Heart Physicians, P.C. reported $78,468 in plan administrative expenses for 2022: 0.18% of average plan assets, below 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 242nd-largest of 1,285 plans among Arizona employers on file, and the 2,353rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$37,422,057
Participants with balances477
Active participants473
Employer contributions—
Employee contributions$1,985,640
Employer contribution per active participant—
Average account balance$78,453
Benefits paid to participants$5,585,556
Plan auditUnmodified (clean) audit opinion
AuditorBEASLEY, MITCHELL & CO, LLP

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$78,468 · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860888560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.