La Clinica Del Valle Family Health Care Center, Inc. 401(k) Plan: Login, Facts & Contact Information

La Clinica Del Valle Family Health Care Center, Inc. 401(k) Plan Facts

Plan name
LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC. 403(B) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC.
Participants
597 (526 active employees)
Former employees with a balance
0
Plan assets
$28,461,499 at Dec 31, 2024
Average account balance
$66,344 across 429 accounts
Employer contributions
$944,798 in plan year 2024 (32% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 19, 1989
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.96 million went into the plan in contributions, $944,798 of it from the employer (32%).
  • $1.25 million was paid out to participants.
  • Investment and other income added $2.48 million.
  • Administrative expenses were $55,128, about $129 per account.

How the La Clinica Del Valle Family Health Care Center, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019521$16.5 million$580,499$1.84 million
2020558$20.2 million$657,335$1.16 million
2021558$21.9 million$674,250$2.86 million
2022569$20.9 million$690,309$971,991
2023569$24.3 million$792,911$1.80 million
2024597$28.5 million$944,798$1.25 million

La Clinica Del Valle Family Health Care Center, Inc. 401(k) Contact Information

Phone
541-535-6239
Mailing address
931 CHEVY WAY, MEDFORD OR 97504
Plan sponsor
LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER, INC.
Plan administrator
HUNNEX AND SHOEMAKER, INC.
Employer identification number (EIN)
94-3096772
Plan number
001

Questions about the La Clinica Del Valle Family Health Care Center, Inc. 401(k)

Does La Clinica Del Valle Family Health Care Center, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $944,798, 32% of all contributions.

Does the La Clinica Del Valle Family Health Care Center, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the La Clinica Del Valle Family Health Care Center, Inc 401(k) plan?

597 participants at the start of plan year 2024, 526 of them active employees.

What is the average 401(k) balance at La Clinica Del Valle Family Health Care Center, Inc?

About $66,344 per account: $28.5 million in plan assets across 429 accounts with a balance at the end of plan year 2024.

Who manages the La Clinica Del Valle Family Health Care Center, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at La Clinica Del Valle Family Health Care Center, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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