# The Valley Hospital 401(k) Plan
Source: https://planprovider.pro/companies/the-valley-hospital-401k-plan

> The Valley Hospital's 401(k) plan: 6,085 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Valley Hospital

- **Sponsor EIN:** 221487307

- **Sponsor Address:** 4 VALLEY HEALTH PLAZA, PARAMUS, NJ, 07652

- **Plan Type:** 401(k)

- **Total Participants:** 6,085

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|6,085|$1.1B|$22.4M|$51.2M|

| 2023|5,712|$930.5M|$20.5M|$47.0M|

| 2022|5,346|$794.4M|$18.6M|$42.6M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$344,249|—|$344,249|

| THE CONCORD ADVISORY GROUP|ADVISOR|$60,619|—|$60,619|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $404,868

- **Estimated Expense Ratio:** 0.038% 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|$404,868|$60,619|$344,249|—|—|

| 2023|$381,500|$58,652|$322,848|—|—|

| 2022|$393,134|$58,359|$334,775|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-valley-hospital-401k-plan)

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