Plan Snapshot
- Plan Sponsor: Valley Health Partners Community Health Center
- Sponsor EIN: 844777617
- Sponsor Address: 400 N. 17TH ST, ALLENTOWN, PA, 18104
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $3.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 301 | $3.3M | $545,224 | $692,497 |
| 2023 | 175 | $1.4M | $375,993 | $393,978 |
| 2022 | 98 | $428,633 | $91,751 | $179,185 |
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 | OTHER FEES | $21,776 | — | $21,776 |
| T. ROWE PRICE ASSOCIATES, INC. | OTHER FEES | $12,291 | — | $12,291 |
| OSAIC WEALTH, INC. | OTHER FEES | — | $5,174 | $5,174 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — OTHER FEES
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,241
- Estimated Expense Ratio: 1.172% 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 | $34,067 | — | $25,674 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |