Plan Ledger DOL Form 5500 · updated monthly

Triwest Healthcare Alliance Corp401(k)

TRIWEST HEALTHCARE ALLIANCE CORP 401(K) PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Triwest Healthcare Alliance Corp reported $215,927 in plan administrative expenses for 2025: 0.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,718 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 3 years on file its reported administrative ratio fell from 0.24% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 112th-largest of 1,285 plans among Arizona employers on file, and the 897th of 4,798 in finance & insurance. In 2025, employees put in $1.70 for every $1.00 the employer contributed; active participation has grown from 995 to 2,024 since 2022.

Plan summary
Net assets, end of year$115,665,335
Participants with balances2,611
Active participants2,024
Employer contributions$5,502,234
Employee contributions$9,333,207
Employer contribution per active participant$2,718
Average account balance$44,299
Benefits paid to participants$14,055,617
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$115.7M · 2,611 accts · $5.5M emplr
2024$97.0M · 1,982 accts · $3.5M emplr
2023$83.4M · 1,960 accts · $3.1M emplr
2022$69.9M · 1,904 accts · $3.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$127,447
Investment management$30,000
Total administrative$215,927
The Triwest Healthcare Alliance Corp 401(k) match · 2025
Employer contribution per active participant$2,718
Median for plans this size$4,093
2025$2,718 per active participant
2024$2,598 per active participant
2023$2,819 per active participant
2022$3,130 per active participant

Triwest Healthcare Alliance Corp's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
T ROWE PRICE RPS INC · Recordkeeping · Trustee$185,927
WEALTHSPIRE RETIREMENT ADVISORY · Investment advisory (participants) · Investment advisory (plan)$30,000

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

Recordkeeper by year3
2025T. Rowe Price
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history4
2025$215,927 · 0.20%
2024$184,007 · 0.20%
2023$165,441 · 0.22%
2022$187,353 · 0.24%
Same employer
Similar plansFinance & Insurance · Arizona
Osaic, Inc AZ$353.4M · 0.10%
Rogers Benefit Group, Inc. AZ$122.3M · 0.11%
Gi Manager L.P. AZ$63.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860813402 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.