Plan Snapshot
- Plan Sponsor: The Visiting Nurse Association Of Cleveland
- Sponsor EIN: 340714722
- Sponsor Address: 925 KEYNOTE CIRCLE, SUITE #300, BROOKLYN HEIGHTS, OH, 44131
- Plan Type: 403(b)
- Total Participants: 86
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 86 | $11.3M | $12,946 | $389,985 |
| 2023 | 136 | $10.6M | $0 | $479,664 |
| 2022 | 200 | $10.3M | $0 | $575,461 |
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 |
|---|---|---|---|---|
| MALONEY & NOVOTNY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MALONEY & NOVOTNY LLC — 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 | $55,223 | $18,536 | — | — | — |
| 2023 | $54,066 | $17,570 | $36,496 | — | — |
| 2022 | $63,724 | $19,852 | $43,872 | — | — |