# Southeast Valley Gastroenterology Consultants, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/southeast-valley-gastroenterology-consultants-p-c-plan

> Southeast Valley Gastroenterology Consultants, P.C.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southeast Valley Gastroenterology Consultants, P.C.

- **Sponsor EIN:** 860737298

- **Sponsor Address:** 875 S DOBSON ROAD, CHANDLER, AZ, 85224

- **Plan Type:** 401(k)

- **Total Participants:** 93

- **Total Assets:** $11.8M

## 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.|

| 2024|93|$11.8M|$205,122|$453,198|

| 2023|81|$10.2M|$294,733|$425,459|

| 2022|76|$8.4M|$289,860|$375,054|

## 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|

| METZ CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — 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|

| 2024|$14,305|$9,560|—|—|—|

| 2023|$40,129|$17,424|—|—|—|

| 2022|$38,331|$15,989|$20,017|—|—|

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