Plan Snapshot
- Plan Sponsor: Intermountain Health Care, INC.
- Sponsor EIN: 870269232
- Sponsor Address: 36 S STATE ST, 16TH FLOOR, SALT LAKE CITY, UT, 84111
- Plan Type: 401(k)
- Total Participants: 69,032
- Total Assets: $6.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 69,032 | $6.8B | $215.6M | $358.2M |
| 2023 | 68,371 | $6.0B | $178.2M | $314.1M |
| 2022 | 46,680 | $3.6B | $118.3M | $210.1M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $3,483,000 | — | $3,483,000 |
| SANDS CAPITAL MANAGEMENT LLC | Other Service Provider | $2,562,000 | — | $2,562,000 |
| TOWNSQUARE CAPITAL LLC | Other Service Provider | $1,825,000 | — | $1,825,000 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $436,000 | — | $436,000 |
| INVESCO | Other Service Provider | $348,000 | — | $348,000 |
| SUMMIT GLOBAL INVESTMENTS LLC | Other Service Provider | $244,000 | — | $244,000 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $135,000 | — | $135,000 |
| CASTLEVIEW PARTNERS LLC | Other Service Provider | $102,000 | — | $102,000 |
| MERCER | Other Service Provider | $98,000 | — | $98,000 |
| GLOBAL VIEW CAPITAL MANAGEMENT | Other Service Provider | $50,000 | — | $50,000 |
| CROWE LLC | Other Service Provider | $40,000 | — | $40,000 |
| DYNAMIC WEALTH ADVISORS | Other Service Provider | $38,000 | — | $38,000 |
| DRIVEN INVESTMENTS LLC | Other Service Provider | $36,000 | — | $36,000 |
| STRATEGIC ADVOCATES LLC | Other Service Provider | $34,000 | — | $34,000 |
| ADAMS WEALTH MANAGEMENT LLC | Other Service Provider | $33,000 | — | $33,000 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $32,000 | — | $32,000 |
| PHYSICIAN WEALTH ADVISORS INC | Other Service Provider | $26,000 | — | $26,000 |
| LONE PEAK ADVISERS LLC | Other Service Provider | $24,000 | — | $24,000 |
| STOEL RIVES LLP | ERISA Attorney | $24,000 | — | $24,000 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $23,000 | — | $23,000 |
| FLEXIBLE PLAN INVESTMENTS LTD | Other Service Provider | $16,000 | — | $16,000 |
| SCF INVESTMENT ADVISORS INC | Other Service Provider | $14,000 | — | $14,000 |
| OPTIMA CAPITAL MANAGEMENT LLC | Other Service Provider | $11,000 | — | $11,000 |
| NET WORTH ADVISORY GROUP LLC | Other Service Provider | $10,000 | — | $10,000 |
| CANNON TINGEY INVESTMENT ADVISOR | Other Service Provider | $8,000 | — | $8,000 |
| PROMONTORY FINANCIAL | Other Service Provider | $8,000 | — | $8,000 |
| DIVERSIFY WEALTH MANAGEMENT LLC | Other Service Provider | $8,000 | — | $8,000 |
| LIFESTYLE ASSET MANAGEMENT INC | Other Service Provider | $8,000 | — | $8,000 |
| IRON GATE GLOBAL ADVISORS LLC | Other Service Provider | $7,000 | — | $7,000 |
| EPIC TRUST INVESTMENT | Recordkeeper | $7,000 | — | $7,000 |
| ONEDIGITAL INVESTMENT ADVISORS | Recordkeeper | $7,000 | — | $7,000 |
| SILVER OAK SECURITIES INCORPORATED | Investment Advisor | $7,000 | — | $7,000 |
| STRATEGIC PLANNING GROUP LLC | Other Service Provider | $6,000 | — | $6,000 |
| ENCOMPASS MORE ASSET MANAGEMENT LLC | Other Service Provider | $6,000 | — | $6,000 |
| FISHER INVESTMENTS | Recordkeeper | $6,000 | — | $6,000 |
| JW COLE ADVISORS INC | Other Service Provider | $6,000 | — | $6,000 |
| SWITCHPOINT FINANCIAL PLANNING LLC | Other Service Provider | $5,000 | — | $5,000 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $5,000 | — | $5,000 |
| FIRSTPURPOSE WEALTH LLC | Other Service Provider | $5,000 | — | $5,000 |
| DIVERSIFY ADVISORY SERVICES LLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- STOEL RIVES LLP — ERISA Attorney
- EPIC TRUST INVESTMENT — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS — Recordkeeper
- SILVER OAK SECURITIES INCORPORATED — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,748,000
- Estimated Expense Ratio: 0.143% 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 | $9,798,000 | $6,180,000 | $49,000 | $40,000 | — |
| 2023 | $6,942,000 | $4,052,000 | $42,000 | $40,000 | — |
| 2022 | $5,700,000 | $3,581,000 | $1,808,000 | — | $66,000 |