Arizona Arthritis & Rheumatology Associates 401(k) match, vesting and fees
What Arizona Arthritis & Rheumatology Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Mansperger Patterson & Mcmullin Plc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Arizona Arthritis & Rheumatology Associates: employer contribution per participant | $4,421 | |
| Peer median | $1,468 |
| Arizona Arthritis & Rheumatology Associates: average balance | $86,517 | |
| Peer median | $37,786 |
| Arizona Arthritis & Rheumatology Associates: admin expenses ÷ assets | 0.64% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.4M at the end of plan year 2021 to $25.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 297 | $25.2M | $1.3M | $4,421 | 0.64% | Not published | Form 5500 ↗ |
| 2023 | 257 | $22.2M | $824K | $3,206 | 0.62% | Not published | Form 5500 ↗ |
| 2022 | 261 | $17M | $296K | $1,133 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 249 | $20.4M | $1M | $4,040 | 0.57% | Not published | Form 5500 ↗ |
Common questions
Does Arizona Arthritis & Rheumatology Associates match 401(k) contributions?
The match terms for the Arizona Arthritis & Rheumatology Associates, P.C. 401k Profit Sharing have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $4,421 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arizona Arthritis & Rheumatology Associates 401(k) match vested?
The vesting schedule for the Arizona Arthritis & Rheumatology Associates, P.C. 401k Profit Sharing is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arizona Arthritis & Rheumatology Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Arizona Arthritis & Rheumatology Associates, P.C..
I left Arizona Arthritis & Rheumatology Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arizona Arthritis & Rheumatology Associates, P.C., (480) 443-8400) or the recordkeeper, Principal Life Insurance Company. The Arizona Arthritis & Rheumatology Associates old 401(k) page lists the contacts from every plan filing. Find an old Arizona Arthritis & Rheumatology Associates 401(k)
Data from the public Form 5500 annual reports Arizona Arthritis & Rheumatology Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Arizona Arthritis & Rheumatology Associates. Not financial advice. Report a correction · Methodology