# Palo Verde Hematology Oncology, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/palo-verde-hematology-oncology-ltd-860416050-001

> Palo Verde Hematology Oncology, Ltd's 401(k) plan: 239 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **Plan Number:** 001

- **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|

| MMA SECURITIES LLC PEARTREE|Investment Advisor|$46,433|—|$46,433|

| NATIONWIDE|Recordkeeper|$46,302|—|$46,302|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $92,735

- **Estimated Expense Ratio:** 0.473% of plan assets

### 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|$4,464,499|—|—|—|—|

| 2024|$84,966|—|—|—|—|

| 2023|$59,055|—|$59,055|—|—|

| 2022|$48,966|—|$48,966|—|—|

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