Plan Snapshot
- Plan Sponsor: Denova Collaborative Health, LLC
- Sponsor EIN: 860485904
- Sponsor Address: 3101 NORTH CENTRAL AVENUE,, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 573
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 573 | $15.9M | $0 | $0 |
| 2024 | 493 | $12.1M | $1.2M | $2.5M |
| 2023 | 508 | $8.3M | $927,001 | $2.2M |
| 2022 | 431 | $5.0M | $444,049 | $1.9M |
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 |
|---|---|---|---|---|
| CURAFIN ADVISORS, LLC | Other Service Provider | — | $60,122 | $60,122 |
| DENOVA COLLABORATIVE HEALTH | Other Service Provider | $8,132 | — | $8,132 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,254
- Estimated Expense Ratio: 0.429% 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 |
|---|---|---|---|---|---|
| 2025 | $1,927,518 | $8,132 | $130,607 | — | — |
| 2024 | $104,499 | — | $15,313 | — | — |
| 2023 | $54,609 | $33,564 | $3,861 | — | — |
| 2022 | $44,231 | $24,163 | $20,068 | — | — |