Plan Snapshot
- Plan Sponsor: Valley Health Team, INC.
- Sponsor EIN: 942217261
- Sponsor Address: 21890 COLORADO AVE., SAN JOAQUIN, CA, 93660
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 336 | $14.0M | $714,693 | $1.4M |
| 2023 | 309 | $11.2M | $662,673 | $1.3M |
| 2022 | 296 | $8.6M | $610,065 | $1.1M |
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 |
|---|---|---|---|---|
| ATHERTON & ASSOCIATES | Auditor | — | — | $0 |
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 | $98,442 | — | $93,093 | — | — |
| 2023 | $72,456 | — | $68,581 | — | — |
| 2022 | $60,738 | $60,738 | — | — | — |