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Original filing (PDF)20251014154654NAL0004424048001
VALLEY MEDICAL GROUP, P.C.
Form 5500
FILING_RECEIVED
VALLEY MEDICAL GROUP, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
368
Accounts w/ balance
540
Plan assets (EOY)
$31.5M
Net assets (EOY)
$31.4M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY MEDICAL GROUP, P.C..
Plan sponsor
Name
VALLEY MEDICAL GROUP, P.C.
EIN
04-2945394
Address
329 CONWAY STREET · GREENFIELD, MA · 01301
Phone
(413) 772-3336
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEYERS BROTHERS KALICKA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS. AND ANNUITY CO | 71-0294708 | — | RECORDKEEPER | $59K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS NETWORK | 06-1375177 | — | BROKER DEALER | — | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FREEMAN RETIREMENT PLAN CONSUTLING | 27-0212300 | — | TPA | — | — |
Investments
36 direct securities· $27.1M(86% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Vanguard 500 Index Fund | — | — | — | $3.4M | 10.9% | |
| Voya American Funds 2035 Target Date Retirement Fund | — | — | — | $2.8M | 9.0% | |
| Voya American Funds AMCAP Fund | — | — | — | $2.5M | 7.8% | |
| Voya American Funds 2025 Target Date Retirement Fund | — | — | — | $2.3M | 7.4% | |
| Voya American Europacific Growth Fund | — | — | — | $2.3M | 7.3% | |
| Voya American Funds Washington Mutual Fund | — | — | — | $2.2M | 7.1% | |
| Voya PIMCO Income Fund 689, 134 Voya PGIM Total Return Bond Fund | — | — | — | $1.9M | 6.0% | |
| Voya American Funds 2030 Target Date Retirement Fund | — | — | — | $1.6M | 5.1% | |
| Voya Vanguard Mid Cap Index Fund | — | — | — | $998K | 3.2% | |
| Voya American Funds 2055 Target Date Retirement Fund | — | — | — | $697K | 2.2% | |
| Voya American Funds 2045 Target Date Retirement Fund | — | — | — | $671K | 2.1% | |
| Voya American Funds 2020 Target Date Retirement Fund | — | — | — | $593K | 1.9% | |
| Voya Vanguard Total Int Stock Index Fund | — | — | — | $563K | 1.8% | |
| Voya Eaton Vance-Atlanta Capital Mid Cap Fund | — | — | — | $538K | 1.7% | |
| Voya MFS Mid cap Value Fund | — | — | — | $500K | 1.6% | |
| Voya DFA U.S. Targeted Value Fund | — | — | — | $498K | 1.6% | |
| Voya American Funds 2050 Target Date Retirement Fund | — | — | — | $452K | 1.4% | |
| Voya American Funds 2060 Target Date Retirement Fund | — | — | — | $376K | 1.2% | |
| Voya American Funds 2040 Target Date Retirement Fund | — | — | — | $336K | 1.1% | |
| Voya Vanguard Balanced Index Fund | — | — | — | $317K | 1.0% | |
| Voya American New Perspective Fund | — | — | — | $259K | 0.8% | |
| Voya Vanguard Small Cap Index Fund | — | — | — | $214K | 0.7% | |
| Voya DFA Inflation Protected Securities Fund | — | — | — | $138K | 0.4% | |
| Voya BlackRock High Yield Bond Fund | — | — | — | $138K | 0.4% | |
| Voya American Funds New World Fund | — | — | — | $128K | 0.4% | |
| Voya Columbia Contrarian Core Fund | — | — | — | $119K | 0.4% | |
| Mutual Voya American Funds Capital Income Builder | — | — | — | $115K | 0.4% | |
| Voya DFA Real Estate Securities Fund | — | — | — | $86K | 0.3% | |
| Voya American Funds 2065 Target Date Retirement Fund | — | — | — | $61K | 0.2% | |
| Voya PIMCO International Bond Fund | — | — | — | $58K | 0.2% | |
| Voya Govemment Money Market Fund | — | — | — | $57K | 0.2% | |
| Voya JPMorgan Equity Income Fund | — | — | — | $34K | 0.1% | |
| Voya DFA Commodity Strategy Fund | — | — | — | $26K | <0.1% | |
| Voya American Funds 2015 Target Date Retirement Fund | — | — | — | $21K | <0.1% | |
| Voya American Funds 2010 Target Date Retirement Fund | — | — | — | $4K | <0.1% | |
| Guaranteed Income Account Voya Fixed Account | — | — | — | $2K | <0.1% |
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