# Valley Health Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/valley-health-services-inc-401k-plan

> Valley Health Services, INC's 401(k) plan: 290 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 Services, INC

- **Sponsor EIN:** 222511614

- **Sponsor Address:** 690 W. GERMAN STREET, HERKIMER, NY, 13350

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

- **Total Participants:** 290

- **Total Assets:** $11.4M

## 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|290|$11.4M|$351,443|$497,975|

| 2023|193|$10.7M|$290,654|$430,621|

| 2022|183|$9.0M|$306,255|$431,296|

## 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|

| FUSTCHARLES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$3,782|—|—|—|—|

| 2023|$5,851|—|—|—|—|

| 2022|-$699|—|—|—|—|

## Similar Plans

- [Daughters Of Sarah Nursing Center, INC. D/B/A Daughters Of Sarah Senio](https://planprovider.pro/companies/daughters-of-sarah-nursing-center-inc-d-b-a-daughters-of-sarah-senio-403b-plan) — 292 participants

- [The Wartburg Home](https://planprovider.pro/companies/the-wartburg-home-403b-plan) — 287 participants

- [Clove Lakes Health Care And Rehabilitation Center, INC.](https://planprovider.pro/companies/clove-lakes-snf-operations-llc-401k-plan) — 274 participants

- [United Cerebral Palsy Association Of Greater Suffolk, INC.](https://planprovider.pro/companies/united-cerebral-palsy-association-of-greater-suffolk-inc-plan-002) — 310 participants

- [Future Care Associates INC.](https://planprovider.pro/companies/future-care-associates-inc-plan) — 311 participants

- [Alliance For Empowerment, INC.](https://planprovider.pro/companies/alliance-for-empowerment-inc-401k-plan) — 261 participants

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

© 2026 PlanProvider.Pro