Plan Snapshot
- Plan Sponsor: Vna Health Group, INC.
- Sponsor EIN: 222500029
- Sponsor Address: 3600 STATE ROUTE 66, FLOOR 4, NEPTUNE, NJ, 07753
- Plan Type: 403(b)
- Total Participants: 2,266
- Total Assets: $72.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,266 | $72.2M | $0 | $6.2M |
| 2023 | 2,298 | $64.4M | $34,506 | $6.3M |
| 2022 | 848 | $52.2M | $7,154 | $6.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $67,517 | — | $67,517 |
| MML INVESTORS SERVICES LLC | INVESTMENT ADVISOR | $25,000 | — | $25,000 |
| NEWPORT CAPITAL GROUP LLC | INVESTMENT ADVISOR | $25,000 | — | $25,000 |
| HOLMAN FRENIA ALLISON, P.C. | AUDITOR | $14,071 | — | $14,071 |
| HOLMAN FRENIA ALLISON, PC | Auditor | $14,071 | — | $14,071 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLMAN FRENIA ALLISON, P.C. — AUDITOR
- HOLMAN FRENIA ALLISON, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,659
- Estimated Expense Ratio: 0.202% 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 |
|---|---|---|---|---|---|
| 2024 | $131,588 | $50,000 | — | $14,071 | — |
| 2023 | $87,063 | $50,000 | $5,665 | $14,580 | — |
| 2022 | $82,686 | $50,000 | $8,252 | — | $16,803 |