Plan Ledger DOL Form 5500 · updated monthly

Valor Healthcare, Inc.401(k)

VALOR HEALTHCARE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Valor Healthcare, Inc. reported $111,299 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $631 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 fell from 0.29% to 0.26%. 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 1,136th-largest of 5,688 plans among Texas employers on file, and the 2,023rd of 11,911 in health care & social assistance. In 2024, employees put in $6.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,473,312
Participants with balances864
Active participants1,047
Employer contributions$660,395
Employee contributions$4,603,290
Employer contribution per active participant$631
Average account balance$52,631
Benefits paid to participants$7,880,661
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.5M · 864 accts · $660K emplr
2023$41.3M · 1,098 accts · $710K emplr
2022$33.8M · 815 accts · $534K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$95,378
Investment management$15,921
Total administrative$111,299
The Valor Healthcare, Inc. 401(k) match · 2024
Employer contribution per active participant$631
Median for plans this size$2,416
2024$631 per active participant
2023$714 per active participant
2022$528 per active participant

Valor Healthcare, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$21,862
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$77,366
STRATEGIC ADVISORS, INC · Investment advisory (plan)$15,896

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$111,299 · 0.26%
2023$112,086 · 0.30%
2022$72,975 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Bakerripley TX$43.9M · 0.49%
El Centro Del Barrio TX$43.5M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203585174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.