Plan Snapshot
- Plan Sponsor: Northeast Valley Health Corporation
- Sponsor EIN: 237120632
- Sponsor Address: 1172 N MACLAY AVENUE, SAN FERNANDO, CA, 91340
- Plan Type: 403(b)
- Total Participants: 1,259
- Total Assets: $97.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,259 | $97.9M | $4.2M | $4.2M |
| 2023 | 1,074 | $83.5M | $4.0M | $3.8M |
| 2022 | 998 | $68.6M | $3.2M | $3.4M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICE COMPANY | NONE | $174,630 | — | $174,630 |
| VARIABLE ANNUITY LIFE INSURANCE CO | NONE | $10,661 | — | $10,661 |
| VASQUEZ & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VARIABLE ANNUITY LIFE INSURANCE CO — NONE
- VASQUEZ & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,291
- Estimated Expense Ratio: 0.189% 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 | $185,391 | — | $185,391 | — | — |
| 2023 | $150,643 | — | $150,643 | — | — |
| 2022 | $157,615 | — | $157,615 | — | — |