Plan Snapshot
- Plan Sponsor: Golden Valley Health Centers
- Sponsor EIN: 942196086
- Sponsor Address: 1910 CUSTOMER CARE WAY, ATWATER, CA, 95301
- Plan Type: DC
- Plan Number: 001
- Total Participants: 1,141
- Total Assets: $52.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,141 | $52.8M | $6.9M | $0 |
| 2023 | 1,082 | $45.8M | $3.7M | $0 |
| 2022 | 1,058 | $38.1M | $788,000 | $0 |
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 | Recordkeeper | $134,578 | $63 | $134,641 |
| MARINER WEALTH ADVISOR | Other Service Provider | $64,154 | — | $64,154 |
| LPL FINANCIAL CORPORATION RPCP | Other Service Provider | $22,285 | — | $22,285 |
| CHARLES SCHWAB BANK | Recordkeeper | — | $15,670 | $15,670 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- CHARLES SCHWAB BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,750
- Estimated Expense Ratio: 0.448% 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 | $221,092 | $86,439 | $134,653 | — | — |
| 2023 | $189,287 | $73,479 | $115,808 | — | — |
| 2022 | $193,131 | — | $193,131 | — | — |