Plan Ledger DOL Form 5500 · updated monthly

Livingston Memorial Visiting Nurse Association403(b)

LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION RETIREMENT SAVINGS PLAN · VENTURA, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Livingston Memorial Visiting Nurse Association reported $15,659 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.00% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,464th of 9,483), and the 5,717th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$9,956,207
Participants with balances127
Active participants214
Employer contributions—
Employee contributions$496,903
Employer contribution per active participant—
Average account balance$78,395
Benefits paid to participants$1,027,544
Plan auditUnmodified (clean) audit opinion
AuditorWALTERS & SKLYAR LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 127 accts
2023$9.5M · 107 accts
2022$8.6M · 106 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,659
Total administrative$15,659
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$16,655

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$15,659 · 0.16%
2023$100 · 0.00%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · California
Creative Alternatives, Inc. CA$10.0M · 0.58%
Baywood Court CA$10.0M · 0.66%
Peach Tree Healthcare CA$10.0M · 0.61%
The Arc of San Diego CA$9.9M · 0.04%
Tempus, LLC CA$9.9M · 0.33%
Monterey Spine & Joint CA$9.9M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951693538 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.