Plan Ledger DOL Form 5500 · updated monthly

Nuestra Clinica Del Valle Inc.Money purchase plan

NUESTRA CLINICA DEL VALLE INC. EMPLOYEES RETIREMENT PLAN · PHARR, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Nuestra Clinica Del Valle Inc. reported $692 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,179 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 0.04% to 0.01%. 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 among the smaller plans on file in Texas (2,946th of 5,688), and the 5,463rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$10,840,347
Participants with balances265
Active participants246
Employer contributions$536,139
Employee contributions$0
Employer contribution per active participant$2,179
Average account balance$40,907
Benefits paid to participants$1,037,041
Plan auditUnmodified (clean) audit opinion
AuditorGF VALDEZ P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 265 accts · $536K emplr
2023$9.9M · 277 accts · $554K emplr
2022$8.6M · 281 accts · $527K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$692
Total administrative$692
Employer contributions to the Nuestra Clinica Del Valle Inc. plan · 2024
Employer contribution per active participant$2,179
Median for plans this size$2,416
2024$2,179 per active participant
2023$2,000 per active participant
2022$2,019 per active participant

Nuestra Clinica Del Valle 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$692

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$692 · 0.01%
2023$2,637 · 0.03%
2022$3,453 · 0.04%
All plans at this employer2
NUESTRA CLINICA DEL VALLE INC. EMPLOYEES RETIREMENT PLANMoney purchase plan
NUESTRA CLINICA DEL VALLE EMPLOYEES RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Texas
The Gladney Center TX$10.8M · 0.02%
Texas Neurology, P. A. TX$10.7M · 0.14%
Columbus Community Hospital TX$10.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741721807 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.