Plan Ledger DOL Form 5500 · updated monthly

Lewis County Community Health Services dba Valley View Health Center401(k)

VALLEY VIEW HEALTH CENTER RETIREMENT SAVINGS PLAN · CHEHALIS, WA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Lewis County Community Health Services dba Valley View Health Center reported $36,969 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $3,605 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 0.89% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,036th of 1,714), and the 5,519th of 11,911 in health care & social assistance. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 162 to 238 since 2022.

Plan summary
Net assets, end of year$10,663,110
Participants with balances279
Active participants238
Employer contributions$858,088
Employee contributions$1,478,627
Employer contribution per active participant$3,605
Average account balance$38,219
Benefits paid to participants$1,822,657
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTON LARSEN ALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 279 accts · $858K emplr
2023$8.3M · 156 accts · $438K emplr
2022$6.6M · 149 accts · $369K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,469
Investment management$16,500
Total administrative$36,969
The Lewis County Community Health Services dba Valley View Health Center 401(k) match · 2024
Employer contribution per active participant$3,605
Median for plans this size$1,313
2024$3,605 per active participant
2023$2,365 per active participant
2022$2,279 per active participant

Lewis County Community Health Services dba Valley View Health Center's 2024 employer contribution ran above the $1,313 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 · 20243
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$16,500

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$36,969 · 0.39%
2023$53,832 · 0.72%
2022$61,840 · 0.89%
Same employer
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Vera Whole Health Inc WA$11.1M · 0.55%
Children's Therapy Center WA$11.0M · 0.42%
Ideal Option PLLC WA$10.4M · 0.58%
Panorama WA$10.0M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421599749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.