# The Visiting Nurse Association Of Cleveland 403(b) Plan
Source: https://planprovider.pro/companies/the-visiting-nurse-association-of-cleveland-403b-plan

> The Visiting Nurse Association Of Cleveland&#39;s 403(b) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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