Arizona Pulmonary Specialists 401(k) match, vesting and fees
What Arizona Pulmonary Specialists' 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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $29.5M at the end of plan year 2021 to $21.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 97 | $21.9M | $933K | $9,817 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 110 | $29.3M | $961K | $8,983 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 116 | $26.3M | $1.1M | $9,400 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 120 | $29.5M | $2.3M | $19,233 | 0.20% | Not published | Form 5500 ↗ |
Common questions
Does Arizona Pulmonary Specialists match 401(k) contributions?
The match terms for the Arizona Pulmonary Specialists, Ltd. Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $933K in employer contributions, about $9,817 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Arizona Pulmonary Specialists 401(k) match vested?
The vesting schedule for the Arizona Pulmonary Specialists, Ltd. Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Arizona Pulmonary Specialists 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Arizona Pulmonary Specialists, Ltd..
I left Arizona Pulmonary Specialists. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Arizona Pulmonary Specialists, Ltd., (602) 265-8965) or the recordkeeper, Milliman, Inc.. The Arizona Pulmonary Specialists old 401(k) page lists the contacts from every plan filing. Find an old Arizona Pulmonary Specialists 401(k)
Data from the public Form 5500 annual reports Arizona Pulmonary Specialists 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 Pulmonary Specialists. Not financial advice. Report a correction · Methodology