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  2. Navajo Health Foundation - Sage Memorial Hospital, Inc.
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Navajo Health Foundation - Sage Memorial Hospital, Inc.

EIN 23-7314364-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$8.3M assets
Health & Benefits
0
Participants
851
US 191 AND SR 264, PO BOX 457 - GANADO, AZ 86505928-755-4500sagememorial.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401(k)-$6.2M - 494 part#002403(b)-$2.1M - 357 part

Retirement portfolio analytics

2 plans aggregated / $8.3M assets / 851 participants

Assets by plan

Share of aggregate retirement assets

  • MEMORIAL HOSPITAL 401(K) (#001)$6.2M
  • TAX SHELTERED ANNUITY (#002)$2.1M
Total $8.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$6.2M
  • MCCAULEY INVESTMENT ADVISORS$2.1M
Total $8.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MEMORIAL HOSPITAL 401(K) (#001)494
  • TAX SHELTERED ANNUITY (#002)357
Total 851Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SAGE MEMORIAL HOSPITAL 401(K) PLAN

401(k)

Assets$6.2M
Participants494
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SAGE MEMORIAL HOSPITAL TAX SHELTERED ANNUITY

403(b)

Assets$2.1M
Participants357
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SAGE MEMORIAL HOSPITAL 401(K) PLAN401(k)$6.2M4942025
#002SAGE MEMORIAL HOSPITAL TAX SHELTERED ANNUITY403(b)$2.1M3572024
  • SAGE MEMORIAL HOSPITAL 401(K) PLAN$6.2M
    #001 · 401(k) · 2025494
  • SAGE MEMORIAL HOSPITAL TAX SHELTERED ANNUITY$2.1M
    #002 · 403(b) · 2024357
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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