Plan Ledger DOL Form 5500 · updated monthly

Pacifica of the Valley Corporation dba401(k)

PACIFICA HOSPITAL OF THE VALLEY 401(K) PLAN · SUN VALLEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

Pacifica of the Valley Corporation dba reported $74,728 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. 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 0.47% to 0.53%. 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 4,397th-largest of 9,483 plans among California employers on file, and the 4,500th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$14,973,378
Participants with balances536
Active participants616
Employer contributions—
Employee contributions$1,455,924
Employer contribution per active participant—
Average account balance$27,935
Benefits paid to participants$1,648,720
Plan auditDisclaimer of opinion
AuditorGARGIR FINANCIAL SERVICES
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 536 accts
2023$13.3M · 218 accts
2022$12.2M · 231 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,925
Investment management$30,803
Total administrative$74,728
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$43,925
FIRST WESTERN TRUST · Investment advisory (plan)$30,803

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$74,728 · 0.53%
2023$83,226 · 0.65%
2022$61,795 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · California
Centric Health CA$15.2M · 0.37%
Interim, Incorporated CA$15.2M · 0.44%
Isys Solutions, Inc. CA$15.0M · 0.67%
United Way of the Bay Area CA$14.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330737312 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.