Plan Ledger DOL Form 5500 · updated monthly

Valley Community Healthcare401(k)

VALLEY COMMUNITY HEALTHCARE 401(K) PLAN · NORTH HOLLYWOOD, CA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Valley Community Healthcare reported $63,813 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,075 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 rose from 0.39% to 0.63%. 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 California (5,378th of 9,483), and the 5,625th of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,256,273
Participants with balances225
Active participants245
Employer contributions$508,464
Employee contributions$954,691
Employer contribution per active participant$2,075
Average account balance$45,583
Benefits paid to participants$2,570,176
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 225 accts · $508K emplr
2023$9.9M · 279 accts · $467K emplr
2022$8.0M · 266 accts · $377K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,513
Total administrative$63,813
The Valley Community Healthcare 401(k) match · 2024
Employer contribution per active participant$2,075
Median for plans this size$2,416
2024$2,075 per active participant
2023$1,741 per active participant
2022$1,552 per active participant

Valley Community Healthcare'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
MMA SECURITIES LLCindirect 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$63,813 · 0.63%
2023$55,372 · 0.62%
2022$34,872 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · California
Front St. Inc. CA$10.4M · 0.01%
The Trevor Project, Inc. CA$10.3M · 0.26%
Eskaton Properties, Inc. CA$10.1M · 0.42%
Koinonia Foster Homes Inc. CA$10.1M · 0.27%
Bolsa Medical Group CA$10.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237050082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.