Plan Snapshot
- Plan Sponsor: Valir Health, LLC
- Sponsor EIN: 731577996
- Sponsor Address: 721 NW 6TH ST, OKLAHOMA CITY, OK, 731021212
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 186 | $18.8M | $247,069 | $1.4M |
| 2023 | 557 | $16.9M | $454,058 | $1.5M |
| 2022 | 505 | $14.7M | $398,840 | $1.4M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | $16,590 | — | $16,590 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,590
- Estimated Expense Ratio: 0.088% 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 | $93,638 | $9,382 | — | $16,590 | — |
| 2023 | $83,808 | $8,416 | — | $14,950 | — |
| 2022 | $65,055 | — | — | — | $65,055 |