Plan Snapshot
- Plan Sponsor: Visiting Nurse Service And Hospice Of Suffolk, INC.
- Sponsor EIN: 111722477
- Sponsor Address: 505 MAIN STREET, NORTHPORT, NY, 117681954
- Plan Type: 403(b)
- Total Participants: 228
- Total Assets: $31.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 228 | $31.3M | $349,439 | $772,224 |
| 2023 | 218 | $29.3M | $351,904 | $833,220 |
| 2022 | 212 | $26.0M | $362,683 | $901,318 |
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 |
|---|---|---|---|---|
| CERINI AND ASSOCIATES, LLP | Auditor | — | — | $0 |
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 | $3,590 | — | — | — | — |
| 2023 | $2,181 | — | — | — | — |
| 2022 | $3,415 | — | — | — | — |