Visiting Nurse Association Of The Inland Counties 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Visiting Nurse Association Of The Inland Counties
  • Sponsor EIN: 951641973
  • Sponsor Address: 5271 CALIFORNIA AVE., IRVINE, CA, 92617
  • Plan Type: 403(b)
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
20240$43,047$0$0
20230$3.3M$0$0
20220$4.2M$0$43,018

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
VALIC RETIREMENT SERVICE COMPANYNONE$13,647$13,647
SOREN MCADAM LLPAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

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

  • Total Service Provider Fees: $13,647

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
2024$13,652$13,652
2023$18,223$18,223
2022$23,706$23,706

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