Plan Snapshot
- Plan Sponsor: Tribal Health, LLC
- Sponsor EIN: 474738281
- Sponsor Address: 14614 N KIERLAND BLVD, SCOTTSDALE, AZ, 85254
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 173 | $4.8M | $379,701 | $1.3M |
| 2023 | 188 | $3.4M | $330,768 | $1.0M |
| 2022 | 185 | $1.7M | $254,111 | $827,789 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $30,134 | — | $30,134 |
| FINANCIAL CONSULTING PROFESSIONALS, | Investment Advisor | $9,146 | — | $9,146 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,280
- Estimated Expense Ratio: 0.819% 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 | $39,282 | $9,147 | — | — | — |
| 2023 | $30,489 | $5,362 | — | — | — |
| 2022 | $14,377 | — | — | — | — |