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Original filing (PDF)20260114130255NAL0017315008001
GOLDEN VALLEY HEALTH CENTERS
Form 5500
FILING_RECEIVED
GOLDEN VALLEY HEALTH CENTERS RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,141
Accounts w/ balance
1,382
Plan assets (EOY)
$52.8M
Net assets (EOY)
$52.8M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 162% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDEN VALLEY HEALTH CENTERS.
Plan sponsor
Name
GOLDEN VALLEY HEALTH CENTERS
EIN
94-2196086
Address
1910 CUSTOMER CARE WAY · ATWATER, CA · 95301
Phone
(209) 383-1848
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $135K | — |
| MARINER WEALTH ADVISOR | 20-4553256 | — | NONE | $64K | — |
| LPL FINANCIAL CORPORATION RPCP | 04-3046611 | — | NONE | $22K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $0 | — |
Investments
28 direct securities· $52.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $7.2M | 13.6% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $6.8M | 13.0% | |
| Standard Stable Asset Fund Insurance Company General Account | — | — | — | $6.1M | 11.6% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $6.0M | 11.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $5.7M | 10.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $4.5M | 8.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $4.0M | 7.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $3.4M | 6.5% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $2.4M | 4.6% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $2.1M | 3.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $1.5M | 2.8% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $904K | 1.7% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $378K | 0.7% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $319K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $287K | 0.5% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $258K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund ** 945 Vanguard Value Index Fund Mutual Fund | — | — | — | $167K | 0.3% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | — | — | — | $163K | 0.3% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $156K | 0.3% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $155K | 0.3% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $128K | 0.2% | |
| American Funds American Balanced Fund Mutual Fund | — | — | — | $113K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $49K | <0.1% | |
| PGIM High Yield Fund Mutual Fund | — | — | — | $22K | <0.1% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| DFA Inflation-Protected Securities Fund Mutual Fund | — | — | — | $6K | <0.1% | |
| DFA Emerging Markets Core Equity Portfolio Fund Mutual Fund | — | — | — | $6K | <0.1% |