Plan Snapshot
- Plan Sponsor: Valley Medical Facilities, INC.
- Sponsor EIN: 251801532
- Sponsor Address: 420 ROUSER ROAD, MOON TOWNSHIP, PA, 15108
- Plan Type: 403(b)
- Total Participants: 2,664
- Total Assets: $372.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,664 | $372.3M | $8.7M | $10.4M |
| 2023 | 2,601 | $356.9M | $8.9M | $10.9M |
| 2022 | 2,647 | $327.4M | $8.9M | $10.8M |
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 | $464,237 | $120,000 | $344,237 | — | — |
| 2023 | $446,232 | $120,000 | $326,232 | — | — |
| 2022 | $423,180 | $120,000 | $303,180 | — | — |