Plan Snapshot
- Plan Sponsor: Visiting Nurse Association Of Greater Philadelphia
- Sponsor EIN: 232103781
- Sponsor Address: 3300 HENRY AVE., SUITE 500, PHILADELPHIA, PA, 191291121
- Plan Type: 403(b)
- Total Participants: 95
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 95 | $17.8M | $207,857 | $348,233 |
| 2023 | 98 | $18.7M | $241,465 | $413,852 |
| 2022 | 220 | $16.8M | $301,298 | $452,716 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | SERVICE PROVIDER | $24,208 | $206 | $24,414 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,414
- Estimated Expense Ratio: 0.137% 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 | $25,433 | — | $25,433 | — | — |
| 2023 | $25,652 | — | $25,652 | — | — |
| 2022 | $25,020 | — | $25,020 | — | — |