Plan Snapshot
- Plan Sponsor: Vna & Hospice Of The Southwest Region
- Sponsor EIN: 030185024
- Sponsor Address: 7 ALBERT CREE, RUTLAND, VT, 05701
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 200 | $15.7M | $355,902 | $714,361 |
| 2023 | 168 | $11.6M | $304,263 | $515,055 |
| 2022 | 159 | $10.3M | $260,521 | $506,359 |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCSOLEY MCCOY & CO. — Auditor
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 | $40,975 | $31,777 | $9,198 | — | — |
| 2023 | $29,692 | $24,365 | $5,327 | — | — |
| 2022 | $30,116 | — | $7,012 | — | $23,104 |