Plan Snapshot
- Plan Sponsor: Visiting Nurse And Hospice Car
- Sponsor EIN: 951641969
- Sponsor Address: 509 E MONTECITO ST STE 200, SANTA BARBARA, CA, 931033259
- Plan Type: 403(b)
- Total Participants: 148
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 148 | $21.9M | $512,321 | $1.2M |
| 2023 | 149 | $18.8M | $492,660 | $1.2M |
| 2022 | 168 | $15.6M | $468,454 | $1.2M |
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 |
|---|---|---|---|---|
| BARTLETT, PRINGLE & WOLF, LLP | 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 | $1,845 | — | — | — | — |
| 2023 | $775 | — | — | — | — |
| 2022 | $849 | — | — | — | — |