Plan Ledger DOL Form 5500 · updated monthly

Tribal Health, LLC401(k)

TRIBAL HEALTH 401(K) · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Tribal Health, LLC reported $39,282 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,195 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 1.07% to 0.96%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arizona (850th of 1,285), and 4,035th of 5,337 in construction. In 2024, employees put in $3.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,793,261
Participants with balances260
Active participants173
Employer contributions$379,701
Employee contributions$1,289,655
Employer contribution per active participant$2,195
Average account balance$18,436
Benefits paid to participants$825,347
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 260 accts · $380K emplr
2023$3.4M · 266 accts · $331K emplr
2022$1.7M · 239 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,135
Investment management$9,147
Total administrative$39,282
The Tribal Health, LLC 401(k) match · 2024
Employer contribution per active participant$2,195
Median for plans this size$1,313
2024$2,195 per active participant
2023$1,759 per active participant
2022$1,374 per active participant

Tribal Health, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$30,134
FINANCIAL CONSULTING PROFESSIONALS, · Recordkeeping · Trustee$9,146

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

Recordkeeper by year2
2024ADP, FINANCIAL CONSULTING PROFESSIONALS,
2023ADP, FINANCIAL CONSULTING PROFESSIONALS,

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Administrative cost history3
2024$39,282 · 0.96%
2023$30,489 · 1.19%
2022$14,377 · 1.07%
All plans at this employer2
TRIBAL HEALTH 401(K)401(k)
THE CONTRACTORS RETIREMENT PLAN401(k)
Same employer
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Sprayfoam Southwest, Inc. AZ$5.1M · 1.03%
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New Electric, Inc. AZ$4.7M · 0.33%
Rural Electric, Inc. AZ$4.3M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474738281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.