Plan Ledger DOL Form 5500 · updated monthly

Southeast Valley Gastroenterology Consultants, P.C.401(k)

SOUTHEAST VALLEY GASTROENTEROLOGY CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN · CHANDLER, AZ · plan year 2025

Reported admin expense ratio · 2025
0.41%

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

Southeast Valley Gastroenterology Consultants, P.C. reported $52,769 in plan administrative expenses for 2025: 0.41% of average plan assets, above the peer median. Employer contributions averaged $3,026 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 fell from 0.44% to 0.41%. 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 458th-largest of 1,285 plans among Arizona employers on file, and the 4,635th of 11,911 in health care & social assistance. In 2025, employees put in $1.29 for every $1.00 the employer contributed; active participation has grown from 76 to 125 since 2022.

Plan summary
Net assets, end of year$14,231,805
Participants with balances115
Active participants125
Employer contributions$378,210
Employee contributions$488,538
Employer contribution per active participant$3,026
Average account balance$123,755
Benefits paid to participants$367,097
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$14.2M · 115 accts · $378K emplr
2024$11.8M · 93 accts · $205K emplr
2023$10.2M · 131 accts · $295K emplr
2022$8.4M · 120 accts · $290K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$10,312
Investment management$42,457
Total administrative$52,769
The Southeast Valley Gastroenterology Consultants, P.C. 401(k) match · 2025
Employer contribution per active participant$3,026
Median for plans this size$2,666
2025$3,026 per active participant
2024$2,206 per active participant
2023$3,639 per active participant
2022$3,814 per active participant

Southeast Valley Gastroenterology Consultants, P.C.'s 2025 employer contribution ran above the $2,666 median for plans its size. 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$42,457

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

Administrative cost history4
2025$52,769 · 0.41%
2024$14,305 · 0.13%
2023$40,129 · 0.43%
2022$38,331 · 0.44%
Similar plansHealth Care & Social Assistance · Arizona
Nextcare, Inc. AZ$16.3M · 0.64%
Visonquest National, LTD. AZ$14.0M · 1.00%
A New Leaf, Inc. AZ$13.5M · 0.72%
Southwest Network, Inc. AZ$13.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860737298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.