Plan Snapshot
- Plan Sponsor: Denova Collaborative Health, LLC
- Sponsor EIN: 860485904
- Sponsor Address: 3101 NORTH CENTRAL AVENUE,, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 493
- Total Assets: $12.1M
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. |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $16,013 | — | $16,013 |
| CURAFIN ADVISORS, LLC | SERVICE PROVIDER | — | $12,683 | $12,683 |
| MANSPERGER PATTERSON & MCMULLIN PLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,696
- Estimated Expense Ratio: 0.236% 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 | $104,499 | — | $15,313 | — | — |
| 2023 | $54,609 | $33,564 | $3,861 | — | — |
| 2022 | $44,231 | $24,163 | $20,068 | — | — |