# Cornerstone Vna 403(b) Plan
Source: https://planprovider.pro/companies/cornerstone-vna-403b-plan

> Cornerstone Vna's 403(b) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cornerstone Vna

- **Sponsor EIN:** 020231026

- **Sponsor Address:** 178 FARMINGTON ROAD, ROCHESTER, NH, 038670000

- **Plan Type:** 403(b)

- **Total Participants:** 201

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|201|$10.9M|$294,260|$819,022|

| 2023|179|$9.5M|$271,153|$709,757|

| 2022|160|$7.4M|$230,940|$644,355|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BDMP ASSURANCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDMP ASSURANCE, LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$77,520|$50,259|$27,261|—|—|

| 2023|$67,090|$41,481|—|—|—|

| 2022|$59,249|$35,818|$23,431|—|—|

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