Plan Snapshot
- Plan Sponsor: Palo Verde Hematology Oncology, Ltd
- Sponsor EIN: 860416050
- Sponsor Address: 5601 W EUGIE AVE SUITE 106, GLENDALE, AZ, 853041256
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $19.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 239 | $19.6M | $0 | $0 |
| 2024 | 316 | $16.1M | $612,967 | $1.2M |
| 2023 | 313 | $12.8M | $569,514 | $1.1M |
| 2022 | 288 | $10.2M | $524,268 | $1.0M |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $93,754 | — | — | — | — |
| 2024 | $84,966 | — | — | — | — |
| 2023 | $59,055 | — | $59,055 | — | — |
| 2022 | $48,966 | — | $48,966 | — | — |