Plan Snapshot
- Plan Sponsor: Central Valley Indian Health Services, INC.
- Sponsor EIN: 941745488
- Sponsor Address: 2740 HERNDON AVENUE, CLOVIS, CA, 936116813
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $20.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 133 | $20.0M | $1.1M | $1.0M |
| 2023 | 120 | $15.2M | $960,047 | $880,073 |
| 2022 | 110 | $12.7M | $943,175 | $877,156 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BRIDGEWEALTH ADVISORY GROUP LLC | INVESTMENT ADVISOR | $76,101 | — | $76,101 |
| EVIN EDWARDS, II | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVIN EDWARDS, II — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,101
- Estimated Expense Ratio: 0.380% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $85,516 | $85,516 | — | — | — |
| 2023 | $65,156 | $65,156 | — | — | — |
| 2022 | $37,990 | $37,140 | — | — | — |