Plan Snapshot
- Plan Sponsor: Visiting Nurse Association Of Ridgefield, INC.
- Sponsor EIN: 060646613
- Sponsor Address: 27 GOVERNOR STREET, RIDGEFIELD, CT, 06877
- Plan Type: 403(b)
- Total Participants: 715
- Total Assets: $12.8M
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 | 715 | $12.8M | $559,348 | $1.1M |
| 2023 | 581 | $10.1M | $397,331 | $905,323 |
| 2022 | 446 | $8.0M | $328,794 | $790,416 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $61,727 | — | — | — | — |
| 2023 | $47,768 | — | — | — | — |
| 2022 | $11,266 | $7,556 | $3,710 | — | — |