# Central Valley Indian Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/central-valley-indian-health-services-inc-401k-plan

> Central Valley Indian Health Services, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/demera-demera-cameron-llp) — 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|—|—|—|

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