# Valley Perinatal Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/valley-perinatal-services-llc-401k-plan

> Valley Perinatal Services, LLC's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valley Perinatal Services, LLC

- **Sponsor EIN:** 300757230

- **Sponsor Address:** 9440 E IRONWOOD SQUARE DR, SCOTTSDALE, AZ, 85258

- **Plan Type:** 401(k)

- **Total Participants:** 112

- **Total Assets:** $3.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|112|$3.7M|$0|$606,966|

| 2023|88|$3.1M|$0|$553,400|

| 2022|85|$2.2M|$1,808|$512,131|

| 2019|98|$1.9M|$0|$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|

| LORADY CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LORADY CPA, PLLC](https://planprovider.pro/provider/lorady-cpa-pllc) — 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|$48,339|$20,352|$27,987|—|—|

| 2023|$29,700|$12,520|$17,180|—|—|

| 2022|$30,062|—|$30,062|—|—|

| 2019|$19,450|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valley-perinatal-services-llc-401k-plan)

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