# Valera Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valera-health-inc-401k-plan

> Valera Health, INC.'s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valera Health, INC.

- **Sponsor EIN:** 464325342

- **Sponsor Address:** 134 N 4TH STREET, BROOKLYN, NY, 11249

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

- **Total Participants:** 243

- **Total Assets:** $1.6M

## 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|243|$1.6M|$0|$803,141|

| 2023|320|$820,943|$0|$586,321|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$22,707|—|$22,707|

| BELFINT, LYONS & SHUMAN, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BELFINT, LYONS & SHUMAN, P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,707

- **Estimated Expense Ratio:** 1.462% 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|$25,199|$2,492|$22,707|—|—|

| 2023|$2,747|$150|$2,597|—|—|

## Similar Plans

- [Double Care Aba Pm LLC](https://planprovider.pro/companies/double-care-aba-pm-llc-plan) — 161 participants

- [New Horizon Counseling Center](https://planprovider.pro/companies/new-horizon-counseling-center-401k-plan) — 335 participants

- [Starting Point Services For Ch](https://planprovider.pro/companies/starting-point-services-for-ch-plan) — 141 participants

- [Liberty Behavioral Management Group, INC.](https://planprovider.pro/companies/liberty-behavioral-management-group-inc-401k-plan) — 126 participants

- [The Postgraduate Center For Mental Health](https://planprovider.pro/companies/the-postgraduate-center-for-mental-health-plan) — 368 participants

- [Grow Care, INC](https://planprovider.pro/companies/grow-therapy-inc-plan) — 386 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valera-health-inc-401k-plan)

© 2026 PlanProvider.Pro