Plan Snapshot
- Plan Sponsor: Vna Health System
- Sponsor EIN: 240833353
- Sponsor Address: 21 WEST INDEPENDENCE STREET, SHAMOKIN, PA, 17872
- Plan Type: 403(b)
- Total Participants: 96
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 96 | $8.6M | $147,433 | $284,835 |
| 2023 | 82 | $7.7M | $155,732 | $274,448 |
| 2022 | 94 | $7.1M | $180,253 | $264,603 |
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 |
|---|---|---|---|---|
| NATIONWIDE | RECORDKEEPER | $44,688 | — | $44,688 |
| OSAIC FA INC | RECORDKEEPER | — | $26,246 | $26,246 |
| PROACCOUNT | RECORDKEEPER | $24,437 | — | $24,437 |
| LINCOLN FINANCIAL ADVISORS CORP | RECORDKEEPER | — | $22,246 | $22,246 |
| IRON FIDUCIARY | RECORDKEEPER | $6,680 | — | $6,680 |
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER
- PROACCOUNT — RECORDKEEPER
- LINCOLN FINANCIAL ADVISORS CORP — RECORDKEEPER
- BDMP ASSURANCE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,297
- Estimated Expense Ratio: 1.440% 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 | $77,475 | — | — | — | — |
| 2023 | $111,814 | — | — | — | — |
| 2022 | $113,520 | — | $113,520 | — | — |