Plan Ledger DOL Form 5500 · updated monthly

Central Valley Indian Health Services, Inc.401(k)

CENTRAL VALLEY INDIAN HEALTH SERVICES, INC. 401(K) PLAN · CLOVIS, CA · plan year 2024

Reported admin expense ratio · 2024
0.49%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Central Valley Indian Health Services, Inc. reported $85,516 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,256 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.28% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 3,629th-largest of 9,483 plans among California employers on file, and the 3,694th of 11,911 in health care & social assistance. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 110 to 133 since 2022.

Plan summary
Net assets, end of year$20,045,042
Participants with balances154
Active participants133
Employer contributions$1,098,069
Employee contributions$1,022,536
Employer contribution per active participant$8,256
Average account balance$130,163
Benefits paid to participants$721,431
Plan auditUnmodified (clean) audit opinion
AuditorEVIN EDWARDS, II
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 154 accts · $1.1M emplr
2023$15.2M · 142 accts · $960K emplr
2022$12.7M · 131 accts · $943K emplr
Administrative expenses, itemized · 2024
Investment management$85,516
Total administrative$85,516
The Central Valley Indian Health Services, Inc. 401(k) match · 2024
Employer contribution per active participant$8,256
Median for plans this size$2,416
2024$8,256 per active participant
2023$8,000 per active participant
2022$8,574 per active participant

Central Valley Indian Health Services, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
BRIDGEWEALTH ADVISORY GROUP LLC · Investment advisory (participants)$76,101

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$85,516 · 0.49%
2023$65,156 · 0.47%
2022$37,990 · 0.28%
Same employer
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Biora Therapeutics, Inc. CA$20.2M · 0.18%
Precision Toxicology, LLC CA$19.9M · 0.13%
Billiontoone, Inc. CA$19.6M · 0.08%
Biocare Medical, LLC CA$19.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941745488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.