# Valley Health System 403(b) Plan
Source: https://planprovider.pro/companies/valley-health-system-403b-plan

> Valley Health System's 403(b) plan: 6,268 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 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$409,175|—|$409,175|

| CAPFINANCIAL PARTNERS, LLC|INVESTMENT ADVISORY|$84,463|—|$84,463|

| VARIABLE ANNUITY LIFE INSURANCE CO|SERVICE PROVIDER|$7,931|—|$7,931|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [VARIABLE ANNUITY LIFE INSURANCE CO](https://planprovider.pro/provider/corebridge-financial) — SERVICE PROVIDER

- [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:** $501,569

- **Estimated Expense Ratio:** 0.093% 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|$501,569|$84,463|$417,106|—|—|

| 2023|$384,727|$31,377|$341,350|$12,000|—|

| 2022|$426,037|$45,267|$366,996|—|$13,774|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valley-health-system-403b-plan)

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