Plan Ledger DOL Form 5500 · updated monthly

Pioneer Health Employment, Inc.401(k)

PHE 401(K) PLAN · GREEN VALLEY, AZ · plan year 2023

Reported admin expense ratio · 2023
2.50%

Pioneer Health Employment, Inc. reported $22,926 in plan administrative expenses for 2023: 2.50% of average plan assets, higher than ~75% 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 under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (1,212th of 1,285), and 11,319th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$531,251
Participants with balances28
Active participants50
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$18,973
Benefits paid to participants$882,987
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORP
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
NATIONAL BENEFIT SERVICES LLC · Recordkeeping · Other services$13,196
NATIONWIDE · Recordkeeping · Custodial$4,340
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan) · Other services$4,861
HANLON INVESTMENT MANAGEMENT, INC. · Investment advisory (plan) · Other services$522

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

Administrative cost history1
2023$22,926 · 2.50%
Similar plansHealth Care & Social Assistance · Arizona
Zion Compassion Care, LLC AZ$521K · 2.90%
Civitan Foundation Inc. AZ$517K · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471940078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.