# Vna Health Group, INC. DC Plan
Source: https://planprovider.pro/companies/visiting-nurse-association-health-group-inc-plan-001

> Vna Health Group, INC.&#39;s DC plan: 1,530 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/holman-frenia-allison-pc) — AUDITOR

- [HOLMAN FRENIA ALLISON, PC](https://planprovider.pro/provider/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|

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