# Health West, INC. 403(b) Plan
Source: https://planprovider.pro/companies/health-west-inc-403b-plan

> Health West, INC.'s 403(b) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ECHELON GROUP INC](https://planprovider.pro/provider/echelon-group-inc) — NONE

- [CLIFTONLARSONALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|

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