# Health Catalyst, INC. 401(k) Plan
Source: https://planprovider.pro/companies/health-catalyst-inc-401k-plan

> Health Catalyst, INC.'s 401(k) plan: 1,350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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