Plan Snapshot
- Plan Sponsor: Visiting Nurse Health System
- Sponsor EIN: 580566250
- Sponsor Address: 5775 GLENRIDGE DR. NE, ATLANTA, GA, 30328
- Plan Type: 403(b)
- Total Participants: 421
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 421 | $22.4M | $253,898 | $1.1M |
| 2023 | 426 | $21.2M | $249,174 | $932,847 |
| 2022 | 405 | $19.2M | $228,414 | $922,922 |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS LLC — 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 | $101,619 | — | — | — | — |
| 2023 | $58,424 | — | — | — | — |
| 2022 | $1,852 | — | $1,852 | — | — |