Plan Ledger DOL Form 5500 · updated monthly

Valley Critter Care, Inc.401(k)

VALLEY CRITTER CARE, INC. 401(K) PLAN · TURLOCK, CA · plan year 2021

Reported admin expense ratio · 2021
0.84%

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

Valley Critter Care, Inc. reported $12,049 in plan administrative expenses for 2021: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,071 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 0.84% to 1.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,449th of 9,483), and 10,304th of 11,911 in health care & social assistance. In 2021, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,698,215
Participants with balances158
Active participants158
Employer contributions$169,201
Employee contributions$257,187
Employer contribution per active participant$1,071
Average account balance$10,748
Benefits paid to participants$212,384
Plan auditUnmodified (clean) audit opinion
AuditorHILLBERG & CO. CPAS
Plan history3
Yearassets · accounts · employer contribution
2023$685K · 100 accts
2022$904K
2021$1.7M · 158 accts · $169K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$8,320
Investment management$3,729
Total administrative$12,049
The Valley Critter Care, Inc. 401(k) match · 2021
Employer contribution per active participant$1,071
Median for plans this size$994

Valley Critter Care, Inc.'s 2021 employer contribution ran above the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2023$8,373 · 1.05%
2022$12,634 · 0.97%
2021$12,049 · 0.84%
Similar plansHealth Care & Social Assistance · California
Soledad Enrichment Action CA$1.7M · 0.11%
Mission de la Casa CA$1.7M · 0.67%
Remi Vista, Inc. CA$1.7M · 1.43%
Fingerblocks, Inc CA$1.7M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030396165 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.