# Intermountain Health Care, INC. DC Plan
Source: https://planprovider.pro/companies/intermountain-health-care-inc-plan-002

> Intermountain Health Care, INC.'s DC plan: 69,032 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** DC

- **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|NONE|$3,483,000|—|$3,483,000|

| SANDS CAPITAL MANAGEMENT LLC|NONE|$2,562,000|—|$2,562,000|

| TOWNSQUARE CAPITAL LLC|NONE|$1,825,000|—|$1,825,000|

| THE NORTHERN TRUST COMPANY|NONE|$436,000|—|$436,000|

| INVESCO|NONE|$348,000|—|$348,000|

| SUMMIT GLOBAL INVESTMENTS LLC|NONE|$244,000|—|$244,000|

| MORNINGSTAR INVESTMENT SERVICE|NONE|$135,000|—|$135,000|

| CASTLEVIEW PARTNERS LLC|NONE|$102,000|—|$102,000|

| MERCER|NONE|$98,000|—|$98,000|

| GLOBAL VIEW CAPITAL MANAGEMENT|NONE|$50,000|—|$50,000|

| CROWE LLC|NONE|$40,000|—|$40,000|

| CROWE, LLP|Auditor|$40,000|—|$40,000|

| DYNAMIC WEALTH ADVISORS|NONE|$38,000|—|$38,000|

| DRIVEN INVESTMENTS LLC|NONE|$36,000|—|$36,000|

| STRATEGIC ADVOCATES LLC|NONE|$34,000|—|$34,000|

| ADAMS WEALTH MANAGEMENT LLC|NONE|$33,000|—|$33,000|

| CHARLES SCHWAB & CO., INC.|NONE|$32,000|—|$32,000|

| PHYSICIAN WEALTH ADVISORS INC|NONE|$26,000|—|$26,000|

| LONE PEAK ADVISERS LLC|NONE|$24,000|—|$24,000|

| STOEL RIVES LLP|NONE|$24,000|—|$24,000|

| ENVESTNET ASSET MANAGEMENT INC|NONE|$23,000|—|$23,000|

| FLEXIBLE PLAN INVESTMENTS LTD|NONE|$16,000|—|$16,000|

| SCF INVESTMENT ADVISORS INC|NONE|$14,000|—|$14,000|

| OPTIMA CAPITAL MANAGEMENT LLC|NONE|$11,000|—|$11,000|

| NET WORTH ADVISORY GROUP LLC|NONE|$10,000|—|$10,000|

| CANNON TINGEY INVESTMENT ADVISOR|NONE|$8,000|—|$8,000|

| LIFESTYLE ASSET MANAGEMENT INC|NONE|$8,000|—|$8,000|

| PROMONTORY FINANCIAL|NONE|$8,000|—|$8,000|

| DIVERSIFY WEALTH MANAGEMENT LLC|NONE|$8,000|—|$8,000|

| EPIC TRUST INVESTMENT|NONE|$7,000|—|$7,000|

| SILVER OAK SECURITIES INCORPORATED|NONE|$7,000|—|$7,000|

| ONEDIGITAL INVESTMENT ADVISORS|NONE|$7,000|—|$7,000|

| IRON GATE GLOBAL ADVISORS LLC|NONE|$7,000|—|$7,000|

| ENCOMPASS MORE ASSET MANAGEMENT LLC|NONE|$6,000|—|$6,000|

| STRATEGIC PLANNING GROUP LLC|NONE|$6,000|—|$6,000|

| FISHER INVESTMENTS|NONE|$6,000|—|$6,000|

| JW COLE ADVISORS INC|NONE|$6,000|—|$6,000|

| DIVERSIFY ADVISORY SERVICES LLC|NONE|$5,000|—|$5,000|

| FIRSTPURPOSE WEALTH LLC|NONE|$5,000|—|$5,000|

| CORIENT PRIVATE WEALTH LLC|NONE|$5,000|—|$5,000|

| SWITCHPOINT FINANCIAL PLANNING LLC|NONE|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [STOEL RIVES LLP](https://planprovider.pro/provider/stoel-rives-llp) — NONE

- [EPIC TRUST INVESTMENT](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [SILVER OAK SECURITIES INCORPORATED](https://planprovider.pro/provider/creative-planning) — NONE

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,788,000

- **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|

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