Valley Cities Counseling and Consultation 403(b) match, vesting and fees
What Valley Cities Counseling and Consultation's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | July Business Services LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Valley Cities Counseling and Consultation: employer contribution per participant | $2,027 | |
| Peer median | $1,468 |
| Valley Cities Counseling and Consultation: average balance | $35,320 | |
| Peer median | $37,786 |
| Valley Cities Counseling and Consultation: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.6M at the end of plan year 2021 to $15.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 725 | $15.8M | $904K | $2,027 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 693 | $13.6M | $768K | $1,718 | 0.30% | Not published | Form 5500 ↗ |
| 2022 | 637 | $10.5M | $700K | $1,580 | 0.47% | Not published | Form 5500 ↗ |
| 2021 | 680 | $11.6M | $599K | $1,412 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Valley Cities Counseling and Consultation match 401(k) contributions?
The match terms for the Valley Cities Counseling & Consultation 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $904K in employer contributions, about $2,027 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valley Cities Counseling and Consultation 401(k) match vested?
The vesting schedule for the Valley Cities Counseling & Consultation 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valley Cities Counseling and Consultation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is July Business Services LLC. The plan administrator is Valley Cities Counseling and Consultation.
I left Valley Cities Counseling and Consultation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valley Cities Counseling and Consultation, (206) 408-5182) or the recordkeeper, July Business Services LLC. The Valley Cities Counseling and Consultation old 401(k) page lists the contacts from every plan filing. Find an old Valley Cities Counseling and Consultation 401(k)
Data from the public Form 5500 annual reports Valley Cities Counseling and Consultation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Valley Cities Counseling and Consultation. Not financial advice. Report a correction · Methodology