# Northern Arizona Healthcare Corp. 401(k) Plan
Source: https://planprovider.pro/companies/northern-arizona-healthcare-corp-401k-plan

> Northern Arizona Healthcare Corp.'s 401(k) plan: 3,856 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northern Arizona Healthcare Corp.

- **Sponsor EIN:** 742410946

- **Sponsor Address:** 1200 N. BEAVER STREET, FLAGSTAFF, AZ, 86001

- **Plan Type:** 401(k)

- **Total Participants:** 3,856

- **Total Assets:** $413.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|3,856|$413.7M|$15.5M|$24.7M|

| 2023|3,608|$362.6M|$14.5M|$22.5M|

| 2022|3,449|$298.6M|$10.9M|$20.6M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$416,575|—|$416,575|

| WT WEALTH MANAGEMENT LLC|INVESTMENT ADVISOR|$50,253|—|$50,253|

| TCI WEALTH ADVISORS INC|INVESTMENT ADVISOR|$26,215|—|$26,215|

| ULTRA FINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$9,355|—|$9,355|

| SOWELL FINANCIAL SERVICES LLC|INVESTMENT ADVISOR|$7,965|—|$7,965|

| SUMMIT GLOBAL INVESTMENTS LLC|INVESTMENT ADVISOR|$6,280|—|$6,280|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [TCI WEALTH ADVISORS INC](https://planprovider.pro/provider/tci-wealth-advisors-inc) — INVESTMENT ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $516,643

- **Estimated Expense Ratio:** 0.125% 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|$421,680|—|—|—|—|

| 2023|$477,320|$83,358|—|—|—|

| 2022|$405,835|$4,317|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northern-arizona-healthcare-corp-401k-plan)

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