Plan Snapshot
- Plan Sponsor: Health Catalyst, INC.
- Sponsor EIN: 453337483
- Sponsor Address: 10897 SOUTH RIVER FRONT PARKWAY SUI, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 1,350
- Total Assets: $158.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,350 | $158.7M | $5.6M | $12.9M |
| 2023 | 1,254 | $137.9M | $5.8M | $13.3M |
| 2022 | 1,235 | $107.6M | $5.0M | $13.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $139,617 | — | $139,617 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $60,000 | — | $60,000 |
| HEALTH CATALYST INC | OTHER | $9,110 | — | $9,110 |
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,727
- Estimated Expense Ratio: 0.132% 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 | $208,727 | $60,000 | — | — | — |
| 2023 | $195,013 | $60,000 | — | — | — |
| 2022 | $177,454 | — | $177,454 | — | — |