Plan Snapshot
- Plan Sponsor: Triwest Healthcare Alliance Corp
- Sponsor EIN: 860813402
- Sponsor Address: 15810 N 28TH AVE, PHOENIX, AZ, 85053
- Plan Type: 401(k)
- Total Participants: 1,355
- Total Assets: $97.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,355 | $97.0M | $3.5M | $6.3M |
| 2023 | 1,114 | $83.4M | $3.1M | $4.9M |
| 2022 | 995 | $69.9M | $3.1M | $4.4M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $154,007 | — | $154,007 |
| NFP RETIREMENT INC/ADVISOR SERVICES | NONE | $30,000 | — | $30,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,007
- Estimated Expense Ratio: 0.190% 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 | $184,007 | $30,000 | — | — | — |
| 2023 | $165,441 | $30,000 | — | — | — |
| 2022 | $187,353 | $30,000 | — | — | — |