Plan Snapshot
- Plan Sponsor: Health West, INC.
- Sponsor EIN: 820324100
- Sponsor Address: 500 S 11TH AVE., POCATELLO, ID, 83201
- Plan Type: 403(b)
- Total Participants: 303
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 303 | $11.4M | $989,676 | $1.4M |
| 2023 | 308 | $8.2M | $769,032 | $1.2M |
| 2022 | 193 | $5.8M | $452,075 | $887,819 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $48,618 | — | $48,618 |
| ARBOR POINT ADVISORS, LLC | NONE | $24,979 | — | $24,979 |
| ECHELON GROUP INC | NONE | $9,944 | — | $9,944 |
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- ECHELON GROUP INC — NONE
- CLIFTONLARSONALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,541
- Estimated Expense Ratio: 0.736% 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 | $83,541 | $34,923 | $48,618 | — | — |
| 2023 | $75,527 | $38,339 | $37,188 | — | — |
| 2022 | $63,237 | — | $63,237 | — | — |