Plan Ledger DOL Form 5500 · updated monthly

Valley Ent, P.C.401(k)

VALLEY ENT, P.C. 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Valley Ent, P.C. reported $60,556 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $4,717 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 0.18% to 0.22%. 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 279th-largest of 1,285 plans among Arizona employers on file, and the 2,815th of 11,911 in health care & social assistance. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,482,145
Participants with balances327
Active participants258
Employer contributions$1,216,911
Employee contributions$1,580,202
Employer contribution per active participant$4,717
Average account balance$90,159
Benefits paid to participants$3,283,428
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 327 accts · $1.2M emplr
2023$26.8M · 320 accts · $1.1M emplr
2022$23.3M · 369 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,556
Total administrative$60,556
The Valley Ent, P.C. 401(k) match · 2024
Employer contribution per active participant$4,717
Median for plans this size$2,416
2024$4,717 per active participant
2023$4,243 per active participant
2022$4,196 per active participant

Valley Ent, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20244
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$36,502
T ROWE PRICE RPS INC · Recordkeeping · Trustee$13,745
CHARLES SCHWAB TRUST COMPANY · Custodial (securities) · Trustee (directed)$10,375
CHARLES SCHWAB & CO., INC. · Securities brokerage$96

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

Recordkeeper by year2
2024T. Rowe Price, TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

This plan has changed recordkeepers within these filings. If you left Valley Ent, P.C. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$60,556 · 0.22%
2023$41,765 · 0.17%
2022$46,970 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Genesis Ob/Gyn, P.C. AZ$32.7M · 0.35%
Marana Health Center, Inc. AZ$30.8M · 0.43%
Community Bridges, Inc. AZ$30.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204011284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.