Plan Ledger DOL Form 5500 · updated monthly

Northern Valley Indian Health, Inc.401(k)

NORTHERN VALLEY INDIAN HEALTH, INC. 401(K) PROFIT SHARING PLAN · WILLOWS, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Northern Valley Indian Health, Inc. reported $74,298 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,799 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 0.43% to 0.36%. 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 3,353rd-largest of 9,483 plans among California employers on file, and the 3,397th of 11,911 in health care & social assistance. In 2024, employees put in $2.30 for every $1.00 the employer contributed; active participation has grown from 357 to 454 since 2022.

Plan summary
Net assets, end of year$22,408,173
Participants with balances329
Active participants454
Employer contributions$816,697
Employee contributions$1,877,205
Employer contribution per active participant$1,799
Average account balance$68,110
Benefits paid to participants$1,285,003
Plan auditUnmodified (clean) audit opinion
AuditorLEE CPA GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 329 accts · $817K emplr
2023$18.4M · 314 accts · $683K emplr
2022$15.4M · 295 accts · $578K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,392
Investment management$38,906
Total administrative$74,298
The Northern Valley Indian Health, Inc. 401(k) match · 2024
Employer contribution per active participant$1,799
Median for plans this size$2,416
2024$1,799 per active participant
2023$1,671 per active participant
2022$1,619 per active participant

Northern Valley Indian Health, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$35,386
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$38,906

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$74,298 · 0.36%
2023$67,186 · 0.40%
2022$69,592 · 0.43%
Similar plansHealth Care & Social Assistance · California
Crystal Stairs, Inc. CA$22.6M · 0.58%
The Binding Site, Inc. CA$22.6M · 0.05%
Dap Health CA$22.5M · 0.67%
Direct Relief CA$22.4M · 0.10%
Camarena Health CA$22.3M · 0.45%
Pathology Associates CA$22.1M · 0.26%
Mental Health Systems, Inc. CA$22.1M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941747220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.