# Central Valley Medical Center 403(b) Plan
Source: https://planprovider.pro/companies/central-valley-medical-center-403b-plan

> Central Valley Medical Center's 403(b) plan: 400 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 Medical Center

- **Sponsor EIN:** 870419324

- **Sponsor Address:** 48W 1500 N, NEPHI, UT, 846488900

- **Plan Type:** 403(b)

- **Total Participants:** 400

- **Total Assets:** $20.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|400|$20.3M|$869,972|$946,344|

| 2023|388|$17.3M|$106,981|$713,708|

| 2022|354|$14.7M|$841,003|$740,436|

## 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|

| SOLTIS INVESTMENT ADV|INV ADV, PARTICIPANTS|$20,639|$71,758|$92,397|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$79,750|—|$79,750|

| JONES SIMKINS LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SOLTIS INVESTMENT ADV](https://planprovider.pro/provider/soltis-investment-advisors) — INV ADV, PARTICIPANTS

- [JONES SIMKINS LLC](https://planprovider.pro/provider/jones-simkins-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $172,147

- **Estimated Expense Ratio:** 0.849% 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|$100,389|—|$100,389|—|—|

| 2023|$111,806|—|$111,806|—|—|

| 2022|$116,989|$82,182|$34,807|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/central-valley-medical-center-403b-plan)

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