# United Health Centers Of The San Joaquin Valley, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-health-centers-of-the-san-joaquin-valley-401k-plan

> United Health Centers Of The San Joaquin Valley, INC.'s 401(k) plan: 1,040 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Health Centers Of The San Joaquin Valley, INC.

- **Sponsor EIN:** 941732538

- **Sponsor Address:** 3875 W. BEECHWOOD AVENUE, FRESNO, CA, 93711

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

- **Total Participants:** 1,040

- **Total Assets:** $41.6M

## 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|1,040|$41.6M|$2.1M|$3.9M|

| 2023|998|$34.1M|$2.2M|$3.1M|

| 2022|870|$26.8M|$1.9M|$2.8M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$113,051|$9,249|$122,300|

| NFP RETIREMENT INC.|SERVICE PROVIDER|—|$62,875|$62,875|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — SERVICE PROVIDER

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $185,175

- **Estimated Expense Ratio:** 0.446% 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|$113,051|—|$109,351|—|—|

| 2023|$85,000|—|$83,500|—|—|

| 2022|$100,217|—|—|—|—|

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