Plan Snapshot
- Plan Sponsor: Nuestra Clinica Del Valle INC.
- Sponsor EIN: 741721807
- Sponsor Address: PO BOX 1689, PHARR, TX, 78577
- Plan Type: 403(b)
- Total Participants: 321
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 321 | $3.8M | $0 | $374,018 |
| 2023 | 339 | $4.0M | $0 | $406,208 |
| 2022 | 345 | $3.5M | $0 | $375,925 |
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 |
|---|---|---|---|---|
| GF VALDEZ P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $611 | — | $611 | — | — |
| 2023 | $1,214 | — | $1,214 | — | — |
| 2022 | $1,641 | — | $1,641 | — | — |