Navajo Health Foundation - Sage Memorial Hospital 401(k) match, vesting and fees
What Navajo Health Foundation - Sage Memorial Hospital's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Navajo Health Foundation - Sage Memorial Hospital: employer contribution per participant | $1,675 | |
| Peer median | $1,468 |
| Navajo Health Foundation - Sage Memorial Hospital: average balance | $9,689 | |
| Peer median | $37,786 |
| Navajo Health Foundation - Sage Memorial Hospital: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.7M at the end of plan year 2021 to $2.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 323 | $2.2M | $383K | $1,675 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 287 | $1.9M | $306K | $1,521 | 1.66% | Not published | Form 5500 ↗ |
| 2022 | 293 | $1.5M | $266K | $1,262 | 1.06% | Not published | Form 5500 ↗ |
| 2021 | 300 | $1.7M | $273K | $1,398 | 1.05% | Not published | Form 5500 ↗ |
Other Navajo Health Foundation - Sage Memorial Hospital plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sage Memorial Hospital Tax Sheltered Annuity
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mccauley Investment Advisory, LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Navajo Health Foundation - Sage Memorial Hospital match 401(k) contributions?
The match terms for the Sage Memorial Hospital 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $383K in employer contributions, about $1,675 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Navajo Health Foundation - Sage Memorial Hospital 401(k) match vested?
The vesting schedule for the Sage Memorial Hospital 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Navajo Health Foundation - Sage Memorial Hospital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Navajo Health Foundation - Sage Memorial Hospital, Inc..
I left Navajo Health Foundation - Sage Memorial Hospital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Navajo Health Foundation - Sage Memorial Hospital, Inc., (928) 755-4500) or the recordkeeper, Nationwide. The Navajo Health Foundation - Sage Memorial Hospital old 401(k) page lists the contacts from every plan filing. Find an old Navajo Health Foundation - Sage Memorial Hospital 401(k)
Data from the public Form 5500 annual reports Navajo Health Foundation - Sage Memorial Hospital filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Navajo Health Foundation - Sage Memorial Hospital. Not financial advice. Report a correction · Methodology