Plan Ledger DOL Form 5500 · updated monthly

Valley Children's Specialty Medical Group401(k)

VALLEY CHILDREN'S SPECIALTY MEDICAL GROUP 401(K) PROFIT SHARING PLAN · MADERA, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Valley Children's Specialty Medical Group reported $110,856 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $18,106 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 0.14% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 880th-largest of 9,483 plans among California employers on file, and the 958th of 11,911 in health care & social assistance. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 242 to 299 since 2022.

Plan summary
Net assets, end of year$117,645,582
Participants with balances387
Active participants299
Employer contributions$5,413,610
Employee contributions$6,569,813
Employer contribution per active participant$18,106
Average account balance$303,994
Benefits paid to participants$9,785,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.6M · 387 accts · $5.4M emplr
2023$99.6M · 336 accts · $4.8M emplr
2022$78.0M · 332 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$110,856
Total administrative$110,856
The Valley Children's Specialty Medical Group 401(k) match · 2024
Employer contribution per active participant$18,106
Median for plans this size$3,635
2024$18,106 per active participant
2023$18,818 per active participant
2022$17,410 per active participant

Valley Children's Specialty Medical Group's 2024 employer contribution ran above the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$110,855
PRINCIPAL SECURITIES INC · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$110,856 · 0.10%
2023$100,736 · 0.11%
2022$115,643 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · California
On Lok Inc. CA$119.0M · 0.19%
Optimum Employer Solutions CA$118.2M · 0.56%
Inari Medical, Inc. CA$117.9M · 0.01%
Included Health, Inc. CA$112.1M · 0.22%
La Clinica de la Raza, Inc. CA$111.1M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770450620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.