Plan Snapshot
- Plan Sponsor: Visiting Nurse Home & Hospice
- Sponsor EIN: 050258915
- Sponsor Address: 438 EAST MAIN ROAD, MIDDLETOWN, RI, 02842
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 192
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 192 | $18.2M | $0 | $0 |
| 2024 | 148 | $15.5M | $467,903 | $830,470 |
| 2023 | 161 | $13.5M | $446,589 | $744,125 |
| 2022 | 166 | $12.6M | $496,071 | $900,760 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $37,010 | — | $37,010 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $10,241 | — | $10,241 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,251
- Estimated Expense Ratio: 0.259% 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 | $1,065,384 | $37,010 | — | — | — |
| 2024 | $40,589 | $32,449 | — | — | — |
| 2023 | $33,506 | $29,696 | — | — | — |
| 2022 | $41,280 | — | — | — | — |