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Original filing (PDF)20250903143254NAL0026079856001
VISALIA MEDICAL CLINIC, INC.
Form 5500
FILING_RECEIVED
VISALIA MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
147
Plan assets (EOY)
$89.4M
Net assets (EOY)
$89.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISALIA MEDICAL CLINIC, INC..
Plan sponsor
Name
VISALIA MEDICAL CLINIC, INC.
EIN
94-2203861
Address
5400 WEST HILLSDALE · VISALIA, CA · 93291
Phone
(559) 738-7500
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $72K | — |
Investments
29 direct securities · 1 pooled fund· $89.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$82.9M
29 holdings
Common Collective Trust
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Balance R6 Registered Investment Company | — | — | — | $13.6M | 15.2% | |
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company | — | — | — | $10.3M | 11.5% | |
| Vanguard Dividend Growth Inv Registered Investment Company | — | — | — | $8.3M | 9.3% | |
| WELLS FARGO STABLE VALUE C WELLS FARGO BANK, NA · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $6.2M | 7.0% | |
| Vanguard US Growth Admiral Registered Investment Company | — | — | — | $5.5M | 6.2% | |
| American Funds American Mutual R6 Registered Investment Company | — | — | — | $5.4M | 6.0% | |
| Participant-Directed Brokerage Accounts Investment Account | — | — | — | $5.2M | 5.9% | |
| T. Rowe Price All-Cap Opportunities Fund Inv Registered Investment Company | — | — | — | $5.0M | 5.6% | |
| American Funds Fundamental Invs R6 Registered Investment Company | — | — | — | $3.6M | 4.0% | |
| Vanguard Treasury Money Market Investor Money Market Fund | — | — | — | $3.6M | 4.0% | |
| Vanguard Wellesley® Income Admiral Registered Investment Company | — | — | — | $2.6M | 2.9% | |
| Capital World Growth & Income R6 Registered Investment Company | — | — | — | $2.4M | 2.7% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | — | — | — | $2.1M | 2.4% | |
| Columbia Seligman Technology & Information R Registered Investment Company | — | — | — | $2.0M | 2.2% | |
| TCW MetWest Total Return Bd I Registered Investment Company | — | — | — | $1.9M | 2.1% | |
| T. Rowe Price Health Sciences Registered Investment Company | — | — | — | $1.8M | 2.0% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company | — | — | — | $1.6M | 1.8% | |
| T. Rowe Price Mid-Cap Growth Registered Investment Company | — | — | — | $1.2M | 1.4% | |
| Vanguard Short-Term Federal Inv Registered Investment Company | — | — | — | $1.2M | 1.3% | |
| American Funds Europacific Growth R6 Registered Investment Company | — | — | — | $1.1M | 1.3% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $1.1M | 1.2% | |
| Invesco International Small-Mid Company Fund Y Registered Investment Company | — | — | — | $1.1M | 1.2% | |
| Vanguard Utilities Index Adm Registered Investment Company | — | — | — | $813K | 0.9% | |
| Vanguard High-Yield Corporate Inv Registered Investment Company | — | — | — | $389K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Instl Registered Investment Company | — | — | — | $308K | 0.3% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $278K | 0.3% | |
| T. Rowe Price Integrated US Small-Cap Growth Equity Registered Investment Company | — | — | — | $253K | 0.3% | |
| PGIM Short-Term Corporate Bond Z Registered Investment Company | — | — | — | $97K | 0.1% | |
| maturing through May 2032 - | — | — | — | $88K | <0.1% | |
| Clearing account with custodian Cash Clearing Account | — | — | — | $2K | <0.1% |