Plan Snapshot
- Plan Sponsor: Cawa Arizona Health Trust Board Of Trustees
- Sponsor EIN: 834669944
- Sponsor Address: 12121 HARBOUR REACH DRIVE, SUITE 10, MUKILTEO, WA, 982750006
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 157
- Total Assets: $95,004
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 157 | $95,004 | $1.4M | $0 |
| 2023 | 197 | $90,851 | $1.3M | $0 |
| 2022 | 118 | $77,950 | $874,210 | $0 |
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 |
|---|---|---|---|---|
| BROWN & BROWN OF WA DBA DIMARTINO A | Other Service Provider | $29,360 | — | $29,360 |
| VIMLY BENEFIT SOLUTIONS, INC. | Other Service Provider | $21,382 | — | $21,382 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $14,750 | — | $14,750 |
| ADVISORS HEALTH INSURANCE LLC | Other Service Provider | $14,284 | — | $14,284 |
| EMPLOYEE BENEFIT EXCHANGE, CORP | Other Service Provider | $10,054 | — | $10,054 |
| FRANCIS LECLAIRE INSURANCE AGENCY | Other Service Provider | $9,664 | — | $9,664 |
| MAGNUSON & ASSOCIATES LTD | Other Service Provider | $8,907 | — | $8,907 |
| EMERSON ROGERS, LLC | Other Service Provider | $6,928 | — | $6,928 |
| VICTORIA STEPHENS | Other Service Provider | $6,756 | — | $6,756 |
| ROGERS BENEFIT GROUP, INC | Other Service Provider | $6,180 | — | $6,180 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,265
- Estimated Expense Ratio: 135.010% 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 | $177,884 | — | $21,047 | $14,750 | — |
| 2023 | $160,114 | — | $47,850 | $14,000 | — |
| 2022 | $885,576 | — | — | — | — |