Plan Ledger DOL Form 5500 · updated monthly

Pioneer Health Employment, Inc.401(k)

PHE 401(K) PLAN · GREEN VALLEY, AZ · plan year 2022

Reported admin expense ratio · 2022
1.25%

Pioneer Health Employment, Inc. reported $19,940 in plan administrative expenses for 2022: 1.25% of average plan assets, higher than ~90% of peers. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,121st of 1,285), and 10,637th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,301,218
Participants with balances135
Active participants139
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$9,639
Benefits paid to participants$285,997
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORP
Administrative expenses, itemized · 2022
Professional / advisory$19,940
Total administrative$19,940
What these fees cost you

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$19,940 · 1.25%
Similar plansHealth Care & Social Assistance · Arizona
H.O.P.E. Group. LLC AZ$1.7M · 0.63%
Buena Vista Recovery, LLC AZ$1.6M · 6.62%
Team 4 Kids, LLC AZ$1.5M · 0.82%
Creative Care, Inc. AZ$1.2M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208504280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.