Plan Snapshot
- Plan Sponsor: Valley Oaks Health, INC.
- Sponsor EIN: 350988724
- Sponsor Address: 415 N. 26TH STREET, LAFAYETTE, IN, 47904
- Plan Type: 401(k)
- Total Participants: 431
- Total Assets: $31.9M
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 | 431 | $31.9M | $1.6M | $972,100 |
| 2023 | 446 | $28.3M | $1.6M | $847,085 |
| 2022 | 439 | $24.5M | $1.6M | $844,181 |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER 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 | $94,652 | $12,500 | — | — | — |
| 2023 | $88,035 | — | — | — | — |
| 2022 | $66,086 | $66,086 | — | — | — |