Plan Snapshot
- Plan Sponsor: Clinica De Salud Del Valle De Salinas
- Sponsor EIN: 942652757
- Sponsor Address: 55 PLAZA CIRCLE, STE, SALINAS, CA, 93901
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 304
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 304 | $0 | $0 | $0 |
| 2024 | 247 | $631,150 | $3.0M | $153,505 |
| 2023 | 254 | $1.1M | $3.3M | $148,043 |
| 2022 | 258 | $646,120 | $3.8M | $144,569 |
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 |
|---|---|---|---|---|
| EMPLOYEE BENEFIT ADMINISTRATORS | Recordkeeper | $128,677 | — | $128,677 |
| PINNACLE CLAIMS MANAGEMENT, INC | Other Service Provider | $46,325 | — | $46,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFIT ADMINISTRATORS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,002
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $175,002 | — | — | — | — |
| 2023 | $122,696 | — | — | — | — |
| 2022 | $172,764 | — | — | — | — |