# Valley Health Partners Community Health Center 401(k) Plan
Source: https://planprovider.pro/companies/valley-health-partners-401k-plan

> Valley Health Partners Community Health Center's 401(k) plan: 301 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/royal-alliance-associates-inc) — OTHER FEES

- [BAKER TILLY US LLP](https://planprovider.pro/provider/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|—|—|—|—|—|

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