Plan Snapshot
- Plan Sponsor: Valley Health System
- Sponsor EIN: 521357729
- Sponsor Address: 1840 AMHERST STREET, WINCHESTER, VA, 22601
- Plan Type: DB
- Total Participants: 1,176
- Total Assets: $317.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,176 | $317.7M | $48.2M | $0 |
| 2023 | 1,340 | $292.4M | $15.6M | $0 |
| 2022 | 1,512 | $270.2M | $14.4M | $0 |
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 |
|---|---|---|---|---|
| NORTHERN TRUST BANK | INVESTMENT MGR | $390,154 | — | $390,154 |
| JPMORGAN CHASE & CO | INVESTMENT MGR | $83,320 | — | $83,320 |
| PRINCIPAL TRUST COMPANY | TRUSTEE | $44,819 | — | $44,819 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — TRUSTEE
- 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: $518,293
- Estimated Expense Ratio: 0.163% 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 | $3,897,910 | $474,103 | — | — | — |
| 2023 | $4,237,209 | $739,544 | — | — | — |
| 2022 | $3,964,784 | $3,964,784 | — | — | — |