Physicians Endoscopy 401(k) match, vesting and fees
What Physicians Endoscopy's 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 | Fidelity Invst Intnl Oprtn Co. LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Physicians Endoscopy: employer contribution per participant | $2,415 | |
| Peer median | $1,358 |
| Physicians Endoscopy: average balance | $46,505 | |
| Peer median | $44,442 |
| Physicians Endoscopy: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.21% |
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 $48.8M at the end of plan year 2021 to $62.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,685 | $62.9M | $3.3M | $2,415 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 1,695 | $54.8M | $3M | $2,487 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 1,079 | $44.1M | $2.6M | $2,460 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 983 | $48.8M | $2.2M | $2,339 | 0.34% | Not published | Form 5500 ↗ |
Common questions
Does Physicians Endoscopy match 401(k) contributions?
The match terms for the The 401(k) Plan and Trust of Physicians Endoscopy, LLC have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $2,415 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Physicians Endoscopy 401(k) match vested?
The vesting schedule for the The 401(k) Plan and Trust of Physicians Endoscopy, LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Physicians Endoscopy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Invst Intnl Oprtn Co. LLC. The plan administrator is Unitedhealth Group Employee Benefits Plans Administrative Committee.
I left Physicians Endoscopy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unitedhealth Group Employee Benefits Plans Administrative Committee, (952) 936-1300) or the recordkeeper, Fidelity Invst Intnl Oprtn Co. LLC. The Physicians Endoscopy old 401(k) page lists the contacts from every plan filing. Find an old Physicians Endoscopy 401(k)
Data from the public Form 5500 annual reports Physicians Endoscopy 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 Physicians Endoscopy. Not financial advice. Report a correction · Methodology