Plan Snapshot
- Plan Sponsor: Azria Health
- Sponsor EIN: 813162505
- Sponsor Address: 2401 E. 8TH STREET, DES MOINES, IA, 50316
- Plan Type: 401(k)
- Total Participants: 970
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 970 | $5.3M | $106,364 | $489,733 |
| 2023 | 869 | $4.5M | $127,811 | $574,834 |
| 2022 | 1,838 | $5.4M | $153,723 | $726,232 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | Auditor | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.234% 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 |
|---|---|---|---|---|---|
| 2024 | $51,999 | — | — | $12,500 | — |
| 2023 | $64,277 | — | $52,777 | $11,500 | — |
| 2022 | $67,804 | — | $56,304 | — | — |