Plan Snapshot
- Plan Sponsor: Visiting Nurse Association Of Albany, INC.
- Sponsor EIN: 141340125
- Sponsor Address: 35 COLVIN AVENUE, ALBANY, NY, 12206
- Plan Type: 403(b)
- Total Participants: 106
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 106 | $9.3M | $107,561 | $319,075 |
| 2023 | 100 | $8.6M | $109,564 | $382,505 |
| 2022 | 103 | $8.2M | $135,941 | $432,109 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | Investment Advisor | $34,799 | — | $34,799 |
| EMPOWER LIFE & ANNUITY INSURANCE CO | Recordkeeper | $26,158 | — | $26,158 |
| THE ANGELL PENSION GROUP, INC. | Recordkeeper | — | $6,212 | $6,212 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,169
- Estimated Expense Ratio: 0.719% 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 | $63,502 | — | $63,502 | — | — |
| 2023 | $57,470 | — | $57,470 | — | — |
| 2022 | $65,338 | — | $65,338 | — | — |