# Vna & Hospice Of The Southwest Region 401(k) Plan
Source: https://planprovider.pro/companies/vna-hospice-of-the-southwest-region-plan

> Vna & Hospice Of The Southwest Region's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/mcsoley-mccoy-and-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|

## Similar Plans

- [Visiting Nurse Association And Hospice Of Vermont And New Hampshire](https://planprovider.pro/companies/visiting-nurse-hospice-of-vermont-and-new-hampshire-inc-403b-plan) — 140 participants

- [Central Vermont Home Health And Hospice, INC.](https://planprovider.pro/companies/central-vermont-home-health-and-hospice-inc-401k-plan) — 109 participants

- [Addison County Home Health & Hospice, INC.](https://planprovider.pro/companies/addison-county-home-health-hospice-inc-401k-plan) — 76 participants

- [Athena Kingdom Corp.](https://planprovider.pro/companies/athena-kingdom-corp-401k-plan) — 13 participants

- [The University Of Vermont Health Network - Home Health & Hospice INC.](https://planprovider.pro/companies/the-university-of-vermont-health-network-home-health-hospice-inc-plan) — 8 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vna-hospice-of-the-southwest-region-plan)

© 2026 PlanProvider.Pro