# Golden Valley Health Centers DC Plan
Source: https://planprovider.pro/companies/golden-valley-health-centers-942196086-001

> Golden Valley Health Centers&#39;s DC plan: 1,141 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:** 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/golden-valley-health-centers-942196086-001)

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