# Visiting Nurse Association Of Ridgefield, INC. 403(b) Plan
Source: https://planprovider.pro/companies/visiting-nurse-association-of-ridgefield-inc-403b-plan

> Visiting Nurse Association Of Ridgefield, INC.&#39;s 403(b) plan: 715 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MUTUAL OF AMERICA SEC. CORP LLC|RECORD KEEPER|$60,042|—|$60,042|

| 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](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,042

- **Estimated Expense Ratio:** 0.471% 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|$61,727|—|—|—|—|

| 2023|$47,768|—|—|—|—|

| 2022|$11,266|$7,556|$3,710|—|—|

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