Plan Snapshot
- Plan Sponsor: Golden Valley Health Centers
- Sponsor EIN: 942196086
- Sponsor Address: 1910 CUSTOMER CARE WAY, ATWATER, CA, 95301
- Plan Type: 403(b)
- Total Participants: 1,125
- Total Assets: $50.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,125 | $50.8M | $1.5M | $4.0M |
| 2023 | 1,127 | $44.1M | $1.6M | $3.8M |
| 2022 | 1,045 | $35.4M | $1.4M | $3.5M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $215,824 | — | $215,824 | — | — |
| 2023 | $177,627 | — | $177,627 | — | — |
| 2022 | $183,094 | — | $183,094 | — | — |