Plan Snapshot
- Plan Sponsor: Visiting Nurse Association Of Porter County, Indiana, INC.
- Sponsor EIN: 351174866
- Sponsor Address: 501 MARQUETTE ST, VALPARAISO, IN, 463832508
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 216
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 216 | $8.2M | $0 | $0 |
| 2024 | 87 | $7.8M | $127,644 | $206,520 |
| 2023 | 82 | $7.1M | $143,449 | $211,244 |
| 2022 | 221 | $6.3M | $0 | $0 |
| 2021 | 210 | $7.4M | $0 | $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 |
|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $965,555 | — | — | — | — |
| 2024 | $2,353 | — | — | — | — |
| 2023 | $940 | — | — | — | — |
| 2022 | $678,315 | — | — | — | — |
| 2021 | $332,171 | — | — | — | — |