# La Clinica Del Valle Family Health Care Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/la-clinica-del-valle-family-health-care-center-inc-401k-plan

> La Clinica Del Valle Family Health Care Center, INC.'s 401(k) plan: 526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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