# Nwa-Ech Health Plan Trust 401(k) Plan
Source: https://planprovider.pro/companies/nwa-ech-health-plan-trust-886131798-501

> Nwa-Ech Health Plan Trust's 401(k) plan: 1,057 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nwa-Ech Health Plan Trust

- **Sponsor EIN:** 886131798

- **Sponsor Address:** 10996 FOUR SEASONS PL, CROWN POINT, IN, 46307

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

- **Plan Number:** 501

- **Total Participants:** 1,057

- **Total Assets:** $3.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,057|$3.4M|$9.3M|$0|

| 2023|729|$2.5M|$5.5M|$455,261|

| 2022|469|$1.0M|$2.0M|$62,921|

## 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|

| QUALEXA HEALTHCARE, LLC|Other Service Provider|$685,999|—|$685,999|

| S&S HEALTHCARE STRATEGIES|Other Service Provider|$111,297|—|$111,297|

| MERLINOS & ASSOCIATES|Other Service Provider|$96,910|—|$96,910|

| PAYER COMPASS|Other Service Provider|$75,143|—|$75,143|

| CLIFTONLARSONALLEN LLP|Auditor|$57,357|—|$57,357|

| MULTIPLAN-PHCS|Other Service Provider|$41,637|—|$41,637|

| MEDXOOM|Other Service Provider|$27,170|—|$27,170|

| MISSISSIPPI PHYSICIAN'S CARE NETWOR|Other Service Provider|$13,214|—|$13,214|

| C2C INNOVATION SOLUTIONS, INC|Other Service Provider|$7,950|—|$7,950|

| FIFTH THIRD BANK|Other Service Provider|$7,570|—|$7,570|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,124,247

- **Estimated Expense Ratio:** 33.418% 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|$1,121,950|—|$846,526|$57,357|—|

| 2023|$609,913|—|$413,147|$40,269|—|

| 2022|$230,592|—|$159,149|—|$70,913|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/nwa-ech-health-plan-trust-886131798-501)

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