Plan Snapshot
- Plan Sponsor: Vna Health Care Services INC
- Sponsor EIN: 135562377
- Sponsor Address: 669 CASTLETON AVENUE, STATEN ISLAND, NY, 10301
- Plan Type: 403(b)
- Total Participants: 1
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 1 | $2.7M | $49,167 | $169,022 |
| 2023 | 75 | $6.4M | $68,158 | $244,366 |
| 2022 | 78 | $5.4M | $79,189 | $254,259 |
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 |
|---|---|---|---|---|
| WITHUM | Auditor | $30,160 | — | $30,160 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,160
- Estimated Expense Ratio: 1.106% 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 | $61,708 | $12,331 | $19,217 | $30,160 | — |
| 2023 | $50,086 | $12,985 | $17,861 | $19,240 | — |
| 2022 | $29,511 | $13,896 | $15,615 | — | — |