Plan Ledger DOL Form 5500 · updated monthly

Valley Perinatal Services, LLC401(k)

VALLEY PERINATAL SERVICES 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
1.41%

Valley Perinatal Services, LLC reported $48,339 in plan administrative expenses for 2024: 1.41% of average plan assets, higher than ~90% of peers. 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 5 years on file its reported administrative ratio rose from 1.26% to 1.41%. 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 Arizona (921st of 1,285), and 8,758th of 11,911 in health care & social assistance. active participation has grown from 98 to 112 since 2019.

Plan summary
Net assets, end of year$3,706,917
Participants with balances133
Active participants112
Employer contributions—
Employee contributions$606,966
Employer contribution per active participant—
Average account balance$27,872
Benefits paid to participants$399,548
Plan auditUnmodified (clean) audit opinion
AuditorLORADY CPA, PLLC
Plan history4
Yearassets · accounts · employer contribution
2024$3.7M · 133 accts
2023$3.1M · 111 accts
2022$2.2M · 147 accts · $2K emplr
2019$1.9M · 126 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,987
Investment management$20,352
Total administrative$48,339
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$27,987
USI SECURITIES, INC. · Investment advisory (plan)$20,352

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2024$48,339 · 1.41%
2023$29,700 · 1.11%
2022$30,062 · 1.21%
2019$19,450 · 1.26%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Hospice of Havasu AZ$3.9M · 0.01%
Mind 24-7, LLC AZ$3.9M · 1.82%
Childhelp, Inc. AZ$3.7M · 0.01%
Aires, LLC AZ$3.6M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300757230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.