Plan Snapshot
- Plan Sponsor: La Clinica Del Valle Family Health Care Center, INC.
- Sponsor EIN: 943096772
- Sponsor Address: 931 CHEVY WAY, MEDFORD, OR, 97504
- Plan Type: 401(k)
- Total Participants: 526
- Total Assets: $28.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 526 | $28.5M | $944,798 | $1.8M |
| 2023 | 474 | $24.3M | $792,911 | $1.6M |
| 2022 | 435 | $20.9M | $690,309 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $53,603 | — | $53,603 |
| NORTHWEST RETIREMENT PLANS INC | CONTRACT ADMINISTRATOR | $1,525 | $10,002 | $11,527 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,130
- Estimated Expense Ratio: 0.229% 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 | $55,128 | $1,525 | $53,603 | — | — |
| 2023 | $47,161 | $46,011 | $1,150 | — | — |
| 2022 | $45,924 | $44,824 | — | — | $1,100 |