Plan Snapshot
- Plan Sponsor: Arizona Center For Hematology And Oncology, P.L.C.
- Sponsor EIN: 860930581
- Sponsor Address: 8283 N HAYDEN RD, #100, SCOTTSDALE, AZ, 85258
- Plan Type: 401(k)
- Total Participants: 502
- Total Assets: $70.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 502 | $70.2M | $3.6M | $3.4M |
| 2023 | 576 | $60.6M | $3.1M | $2.6M |
| 2022 | 530 | $51.1M | $2.8M | $2.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARNEAL AND HUNT, P.L.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $14,048 | — | — | — | — |
| 2023 | $17,271 | — | $300 | $5,791 | — |
| 2022 | $9,459 | — | — | — | — |