Plan Snapshot
- Plan Sponsor: Visiting Nurse Association Of The Treasure Coast, INC.
- Sponsor EIN: 592664912
- Sponsor Address: 445 24TH ST, VERO BEACH, FL, 32960
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 649
- Total Assets: $22.9M
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. |
|---|---|---|---|---|
| 2025 | 649 | $22.9M | $0 | $0 |
| 2024 | 445 | $20.1M | $250,266 | $2.0M |
| 2023 | 549 | $18.4M | $267,673 | $2.2M |
| 2022 | 491 | $15.3M | $215,196 | $1.9M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $69,180 | $11,974 | $81,154 |
| KESTRA ADVISORY SERVICES, LLC | Other Service Provider | $48,690 | — | $48,690 |
| CHARLES SCHWAB TRUST COMPANY | Other Service Provider | — | $8,886 | $8,886 |
| BDMP ASSURANCE, LLP | Other Service Provider | $5,500 | — | $5,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,230
- Estimated Expense Ratio: 0.628% 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 |
|---|---|---|---|---|---|
| 2025 | $2,249,574 | $48,690 | $71,961 | $5,500 | — |
| 2024 | $118,168 | $44,263 | $73,905 | — | — |
| 2023 | $100,598 | $38,293 | $62,305 | — | — |
| 2022 | $107,615 | — | $107,615 | — | — |