# Golden Valley Health Centers 403(b) Plan
Source: https://planprovider.pro/companies/golden-valley-health-centers-403b-plan

> Golden Valley Health Centers's 403(b) plan: 1,125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$145,866|$420|$146,286|

| LPL FINANCIAL CORPORATION RPCP|NONE|$32,831|—|$32,831|

| CHARLES SCHWAB|NONE|—|$13,499|$13,499|

| MILLER KAPLAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MILLER KAPLAN](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $192,616

- **Estimated Expense Ratio:** 0.379% 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|$215,824|—|$215,824|—|—|

| 2023|$177,627|—|$177,627|—|—|

| 2022|$183,094|—|$183,094|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/golden-valley-health-centers-403b-plan)

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