Retirement plan

EAST VALLEY COMMUNITY HEALTH CENTER INC. 403(B) PLAN

Name: EAST VALLEY COMMUNITY HEALTH CENTER, INC. - EAST VALLEY COMMUNITY HEALTH CENTER INC. 403(B) PLAN (2025) Form 5500
Creator: EAST VALLEY COMMUNITY HEALTH CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EAST VALLEY COMMUNITY HEALTH CENTER INC. 403(B) PLAN, EAST VALLEY COMMUNITY HEALTH CENTER, INC.

EAST VALLEY COMMUNITY HEALTH CENTER, INC.EIN 23-7068586Plan #002PY 2025

420 S GLENDORA AVENUE - WEST COVINA, CA 91790626-919-4333evchc.orgLinkedIn201-500 employeeshospital & health care

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$14.7M

+22.3% from 2024

Total participants

430

+4.1% from 2024

Average account balance

$51,847

+10.2% from 2024

Annual return

15.79%

-3.51 pp from 2024

Benchmarks

See 445 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort445 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$14.67M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$52K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

283

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

53.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287	Directed Trustee	$2,562

Plan features & details

Pension benefit codes2F2G2J2L2T3B3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$8 / participant

Recordkeeping$3K100.0%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: G ROWLAND CPA & ASSOCIATES
Auditor EIN: 461982551
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,847

$38,165+35.8%

$189,758-72.7%

$69,255-25.1%

Participation rate

53.6%

66.7%-13.1pp

79.8%-26.2pp

69.0%-15.4pp

Annual return

15.79%

14.65%+1.1pp

52.62%-36.8pp

26.73%-10.9pp

Employer contribution / active EE

$2,169

$1,589+36.5%

$4,767-54.5%

$2,645-18.0%

Participant deferral / active EE

$3,299

$2,073+59.1%

$5,856-43.7%

$2,890+14.1%

Admin fee / account holder

$714-98.7%

$20,388-100.0%

$733-98.8%

Provider

Service type

Compensation

AMERICAN FUNDS7 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS.

Service code 25 · EIN 82-4555287

Directed Trustee

$2,562

EAST VALLEY COMMUNITY HEALTH CENTER INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EAST VALLEY COMMUNITY HEALTH CENTER INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion