Plan Snapshot
- Plan Sponsor: Valley Health System
- Sponsor EIN: 521357729
- Sponsor Address: 333 WEST CORK STREET, WINCHESTER, VA, 226015228
- Plan Type: 403(b)
- Total Participants: 6,268
- Total Assets: $542.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 6,268 | $542.0M | $15.5M | $26.5M |
| 2023 | 6,188 | $489.2M | $15.3M | $24.4M |
| 2022 | 6,099 | $419.2M | $14.6M | $21.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $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 | $501,569 | $84,463 | $417,106 | — | — |
| 2023 | $384,727 | $31,377 | $341,350 | $12,000 | — |
| 2022 | $426,037 | $45,267 | $366,996 | — | $13,774 |