Plan Snapshot
- Plan Sponsor: Vna Health Group, INC.
- Sponsor EIN: 222500029
- Sponsor Address: 1301 CONCORD CENTER HIGHWAY 36, HAZLET, NJ, 07730
- Plan Type: DC
- Total Participants: 1,530
- Total Assets: $69.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,530 | $69.0M | $4.9M | $0 |
| 2023 | 1,708 | $63.5M | $4.8M | $0 |
| 2022 | 1,612 | $55.9M | $4.8M | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $64,367 | — | $64,367 |
| MML INVESTORS SERVICES LLC | NONE | $25,000 | — | $25,000 |
| NEWPORT CAPITAL GROUP LLC | NONE | $25,000 | — | $25,000 |
| HOLMAN FRENIA ALLISON, P.C. | AUDITOR | $13,956 | — | $13,956 |
| HOLMAN FRENIA ALLISON, PC | Auditor | $13,956 | — | $13,956 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLMAN FRENIA ALLISON, P.C. — AUDITOR
- HOLMAN FRENIA ALLISON, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,279
- Estimated Expense Ratio: 0.206% 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 | $132,467 | $50,000 | — | $13,956 | — |
| 2023 | $181,439 | $50,000 | $10,618 | $17,000 | — |
| 2022 | $87,878 | $50,000 | $15,227 | — | $22,525 |