# Vna Health Group, INC. 403(b) Plan
Source: https://planprovider.pro/companies/vna-health-group-inc-403b-plan

> Vna Health Group, INC.'s 403(b) plan: 2,266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/holman-frenia-allison-pc) — AUDITOR

- [HOLMAN FRENIA ALLISON, PC](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vna-health-group-inc-403b-plan)

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