Plan Ledger DOL Form 5500 · updated monthly

Moorestown Visiting Nurse Association, Inc.403(b)

MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN · MOORESTOWN, NJ · plan year 2023

Reported admin expense ratio · 2023
0.30%

Moorestown Visiting Nurse Association, Inc. reported $60,105 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. 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 2 years on file its reported administrative ratio rose from 0.30% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,080th-largest of 2,419 plans among New Jersey employers on file, and the 3,699th of 11,911 in health care & social assistance. active participation has shrunk from 180 to 111 since 2022.

Plan summary
Net assets, end of year$20,027,815
Participants with balances253
Active participants111
Employer contributions—
Employee contributions$454,209
Employer contribution per active participant—
Average account balance$79,161
Benefits paid to participants$2,821,212
Plan auditDisclaimer of opinion
AuditorBOWMAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 201 accts
2023$20.0M · 253 accts
2022$19.7M · 285 accts · $170 emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$50,105
Investment management$10,000
Total administrative$60,105
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$49,555
LINCOLN NATIONAL CORPORATION · Contract administrator · Recordkeeping$550
TD BANK · Investment advisory (plan) · Investment management$10,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
MID ATLANTIC CAPITAL CORPORATION · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Lincoln Financial, Transamerica
2023Lincoln Financial, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,125 · 0.33%
2023$60,105 · 0.30%
2022$64,806 · 0.30%
Similar plansHealth Care & Social Assistance · New Jersey
Jewish Home Family, Inc. NJ$19.8M · 0.42%
Caring, Inc. NJ$19.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210634998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.