Plan Ledger DOL Form 5500 · updated monthly

Valley Health Partners Community Health Center403(b)

VALLEY HEALTH PARTNERS COMMUNITY HEALTH CENTER 403(B) SAVINGS PLAN · ALLENTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
1.42%

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

Valley Health Partners Community Health Center reported $34,067 in plan administrative expenses for 2024: 1.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,811 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.

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 Pennsylvania (3,123rd of 3,651), and 9,006th of 11,911 in health care & social assistance. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,349,573
Participants with balances275
Active participants301
Employer contributions$545,224
Employee contributions$692,497
Employer contribution per active participant$1,811
Average account balance$12,180
Benefits paid to participants$141,700
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,674
Total administrative$34,067
The Valley Health Partners Community Health Center 401(k) match · 2024
Employer contribution per active participant$1,811
Median for plans this size$1,313

Valley Health Partners Community Health Center's 2024 employer contribution ran above the $1,313 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 · 20243
OSAIC WEALTH, INC.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 history1
2024$34,067 · 1.42%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Bethany Childrens Home PA$3.4M · 0.67%
Lifeswork of Western PA PA$3.4M · 0.05%
Livengrin Foundation PA$3.3M · 1.27%
Lutheran Home at Kane PA$3.3M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844777617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.