Plan Snapshot
- Plan Sponsor: Valley Professionals Community Health Center, INC.
- Sponsor EIN: 208998983
- Sponsor Address: 777 S MAIN ST SUITE 100, CLINTON, IN, 47842
- Plan Type: 403(b)
- Total Participants: 274
- Total Assets: $10.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 274 | $10.5M | $719,388 | $1.1M |
| 2023 | 250 | $8.1M | $605,013 | $969,744 |
| 2022 | 234 | $6.0M | $592,131 | $931,669 |
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 |
|---|---|---|---|---|
| BLUE & CO. LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO. LLC — 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 | $62,292 | $31,970 | — | — | — |
| 2023 | $47,035 | $22,646 | — | — | — |
| 2022 | $38,778 | — | $38,778 | — | — |