Plan Snapshot
- Plan Sponsor: Kent County Visiting Nurse Association
- Sponsor EIN: 050242659
- Sponsor Address: 51 HEALTH LANE, WARWICK, RI, 02886
- Plan Type: 403(b)
- Total Participants: 177
- Total Assets: $16.5M
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 | 177 | $16.5M | $500,251 | $607,566 |
| 2023 | 176 | $14.5M | $506,952 | $619,925 |
| 2022 | 156 | $12.3M | $518,656 | $659,874 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | — | — | $0 |
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 | $17,154 | — | $17,154 | — | — |
| 2023 | $17,461 | — | $17,461 | — | — |
| 2022 | $18,093 | — | $18,093 | — | — |