# Valleylife 401(k) Plan
Source: https://planprovider.pro/companies/valleylife-401k-plan

> Valleylife's 401(k) plan: 443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valleylife

- **Sponsor EIN:** 860135840

- **Sponsor Address:** 1142 W HATCHER RD, PHOENIX, AZ, 850213045

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

- **Total Participants:** 443

- **Total Assets:** $7.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|443|$7.0M|$152,290|$285,718|

| 2023|401|$6.2M|$174,846|$294,013|

| 2022|360|$5.4M|$198,068|$278,832|

## 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|

| MUTUAL OF AMERICA INVESTMENT CORP|RECORD KEEPER|$9,516|—|$9,516|

| FESTER & CHAPMAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FESTER & CHAPMAN PLLC](https://planprovider.pro/provider/fester-and-chapman-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,516

- **Estimated Expense Ratio:** 0.137% of plan assets

### 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|$5,313|—|—|—|—|

| 2023|$2,695|—|—|—|—|

| 2022|$3,234|—|—|—|—|

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