Plan Ledger DOL Form 5500 · updated monthly

Valley Professionals Community Health Center, Inc.403(b)

VPCHC 403B PLAN · CLINTON, IN · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Valley Professionals Community Health Center, Inc. reported $62,292 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,626 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 3 years on file its reported administrative ratio has held roughly steady near 0.67%. 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 Indiana (877th of 1,562), and the 5,565th of 11,911 in health care & social assistance. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 234 to 274 since 2022.

Plan summary
Net assets, end of year$10,471,188
Participants with balances303
Active participants274
Employer contributions$719,388
Employee contributions$1,079,082
Employer contribution per active participant$2,626
Average account balance$34,558
Benefits paid to participants$554,087
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 303 accts · $719K emplr
2023$8.1M · 258 accts · $605K emplr
2022$6.0M · 249 accts · $592K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,322
Investment management$31,970
Total administrative$62,292
Employer contributions to the Valley Professionals Community Health Center, Inc. plan · 2024
Employer contribution per active participant$2,626
Median for plans this size$1,313
2024$2,626 per active participant
2023$2,420 per active participant
2022$2,530 per active participant

Valley Professionals Community Health Center, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20243
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$22,594
EMPOWER ADVISORY GROUP, LLC · Investment management$9,376

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$62,292 · 0.67%
2023$47,035 · 0.67%
2022$38,778 · 0.64%
Similar plansHealth Care & Social Assistance · Indiana
Echo Community Health Care IN$10.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208998983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.