# Cawa Arizona Health Trust Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/cawa-arizona-health-trust-board-of-trustees-834669944-501

> Cawa Arizona Health Trust Board Of Trustees's 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anastasi-moore-and-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|—|—|—|—|

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