Plan Ledger DOL Form 5500 · updated monthly

Golden Valley Health CentersProfit-sharing plan

GOLDEN VALLEY HEALTH CENTERS RETIREMENT PLAN · ATWATER, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Golden Valley Health Centers reported $221,092 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $6,022 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 fell from 0.49% to 0.45%. 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 1,703rd-largest of 9,483 plans among California employers on file, and the 1,791st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$52,812,440
Participants with balances1,382
Active participants1,141
Employer contributions$6,870,661
Employee contributions—
Employer contribution per active participant$6,022
Average account balance$38,215
Benefits paid to participants$2,499,320
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.8M · 1,382 accts · $6.9M emplr
2023$45.8M · 1,248 accts · $3.7M emplr
2022$38.1M · 1,081 accts · $788K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$134,653
Investment management$86,439
Total administrative$221,092
Employer contributions to the Golden Valley Health Centers plan · 2024
Employer contribution per active participant$6,022
Median for plans this size$2,416
2024$6,022 per active participant
2023$3,398 per active participant
2022$745 per active participant

Golden Valley Health Centers'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 · 20244
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$134,578
MARINER WEALTH ADVISOR · Custodial (securities)$64,154
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$22,285
CHARLES SCHWAB BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$221,092 · 0.45%
2023$189,287 · 0.45%
2022$193,131 · 0.49%
All plans at this employer2
GOLDEN VALLEY HEALTH CENTERS RETIREMENT PLANProfit-sharing plan
GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Caredx, Inc. CA$54.1M · 0.07%
Annadel Medical Group, Inc. CA$53.4M · 0.17%
Lifelong Medical Care CA$52.1M · 0.34%
Fairchild Medical Center CA$51.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942196086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.