Plan Snapshot
- Plan Sponsor: Moorestown Visiting Nurse Association, INC.
- Sponsor EIN: 210634998
- Sponsor Address: 300 HARPER DRIVE, MOORESTOWN, NJ, 08057
- Plan Type: 403(b)
- Total Participants: 68
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 68 | $15.7M | $0 | $307,960 |
| 2023 | 111 | $20.0M | $0 | $454,209 |
| 2022 | 180 | $19.7M | $170 | $547,502 |
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 |
|---|---|---|---|---|
| BOWMAN & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWMAN & COMPANY, 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 | $59,125 | $10,000 | — | — | — |
| 2023 | $60,105 | $10,000 | — | — | — |
| 2022 | $64,806 | $10,000 | — | — | — |