# Vna Health System 403(b) Plan
Source: https://planprovider.pro/companies/vna-health-system-plan

> Vna Health System's 403(b) plan: 96 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 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](https://planprovider.pro/provider/nationwide) — RECORDKEEPER

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — RECORDKEEPER

- [LINCOLN FINANCIAL ADVISORS CORP](https://planprovider.pro/provider/lincoln-financial-group) — RECORDKEEPER

- [BDMP ASSURANCE, LLP](https://planprovider.pro/provider/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|—|—|

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