Plan Ledger DOL Form 5500 · updated monthly

Valle Del Sol, IncorporatedDC plan

EMPLOYEE BENEFIT PLAN OF VALLE DEL SOL, INCORPORATED · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Valle Del Sol, Incorporated reported $7,398 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $629 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 5 years on file its reported administrative ratio fell from 0.12% to 0.11%. 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 Arizona (712th of 1,285), and 6,836th of 11,911 in health care & social assistance. In 2024, employees put in $2.82 for every $1.00 the employer contributed; active participation has shrunk from 467 to 256 since 2019.

Plan summary
Net assets, end of year$7,076,279
Participants with balances589
Active participants256
Employer contributions$160,951
Employee contributions$453,676
Employer contribution per active participant$629
Average account balance$12,014
Benefits paid to participants$901,496
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$7.1M · 589 accts · $161K emplr
2023$6.5M · 776 accts · $137K emplr
2022$5.4M · 588 accts · $174K emplr
2019$4.5M · 537 accts · $138K emplr
Employer contributions to the Valle Del Sol, Incorporated plan · 2024
Employer contribution per active participant$629
Median for plans this size$1,313
2024$629 per active participant
2023$299 per active participant
2022$436 per active participant
2019$295 per active participant

Valle Del Sol, Incorporated's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$10,390

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history4
2024$7,398 · 0.11%
2023$4,693 · 0.08%
2022$3,801 · 0.07%
2019$4,652 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Infinity Hospice Care LLC AZ$8.0M · 0.45%
Sage Hospice Holdings LLC AZ$7.8M · 1.73%
Valleylife AZ$7.0M · 0.08%
Science Care, Inc. AZ$6.8M · 0.76%
Circle the City AZ$6.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860251255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.