# Moorestown Visiting Nurse Association, INC. 403(b) Plan
Source: https://planprovider.pro/companies/moorestown-visiting-nurse-association-inc-403b-plan

> Moorestown Visiting Nurse Association, INC.'s 403(b) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$48,625|—|$48,625|

| TD BANK|INVESTMENT ADVISORY|$10,000|—|$10,000|

| BOWMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [TD BANK](https://planprovider.pro/provider/janney-montgomery-scott-llc) — INVESTMENT ADVISORY

- [BOWMAN & COMPANY, LLP](https://planprovider.pro/provider/bowman-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,625

- **Estimated Expense Ratio:** 0.374% of plan assets

### 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moorestown-visiting-nurse-association-inc-403b-plan)

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