Plan Ledger DOL Form 5500 · updated monthly

Northern Arizona Healthcare Corp.401(k)

NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN · FLAGSTAFF, AZ · plan year 2024

Reported admin expense ratio · 2024
0.11%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Northern Arizona Healthcare Corp. reported $421,680 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $4,009 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 39th-largest of 1,285 plans among Arizona employers on file, and the 380th of 11,911 in health care & social assistance. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 3,449 to 3,856 since 2022.

Plan summary
Net assets, end of year$413,686,664
Participants with balances5,031
Active participants3,856
Employer contributions$15,459,867
Employee contributions$24,652,075
Employer contribution per active participant$4,009
Average account balance$82,228
Benefits paid to participants$40,819,463
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$413.7M · 5,031 accts · $15.5M emplr
2023$362.6M · 5,038 accts · $14.5M emplr
2022$298.6M · 4,829 accts · $10.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$421,680
Total administrative$421,680
The Northern Arizona Healthcare Corp. 401(k) match · 2024
Employer contribution per active participant$4,009
Median for plans this size$4,294
2024$4,009 per active participant
2023$4,009 per active participant
2022$3,173 per active participant

Northern Arizona Healthcare Corp.'s 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20248
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$416,575
WT WEALTH MANAGEMENT LLC · Consulting · Insurance services$50,253
TCI WEALTH ADVISORS INC · Consulting · Insurance services$26,215
ULTRA FINANCIAL PARTNERS LLC · Consulting · Insurance services$9,355
SOWELL FINANCIAL SERVICES LLC · Consulting · Insurance services$7,965
SUMMIT GLOBAL INVESTMENTS LLC · Consulting · Insurance services$6,280
CHARLES SCHWAB & CO, INC · Securities brokerage$3,940
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$421,680 · 0.11%
2023$477,320 · 0.14%
2022$405,835 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Banner Health AZ$4.9B · 0.09%
Honorhealth AZ$1.2B · 0.03%
Phoenix Children's Hospital AZ$691.1M · 0.06%
Vitalant AZ$428.6M · 0.13%
Tmc Healthcare AZ$379.4M · 0.15%
District Medical Group, Inc. AZ$300.3M · 0.08%
Usn Opco, LLC AZ$260.9M · 0.03%
Yuma Regional Medical Center AZ$180.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742410946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.