TAX DEFERRED ANNUITY PLAN OF VISITING NURSE · HOLMDEL, NJ · plan year 2024
Reported admin expense ratio · 2024
0.19%
Vna Health Group, Inc. reported $131,588 in plan administrative expenses for 2024: 0.19% 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 0.15% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 453rd-largest of 2,419 plans among New Jersey employers on file, and the 1,409th of 11,911 in health care & social assistance. active participation has grown from 848 to 2,266 since 2022.
Plan summary
Net assets, end of year$72,184,656
Participants with balances960
Active participants2,266
Employer contributions—
Employee contributions$6,203,606
Employer contribution per active participant—
Average account balance$75,192
Benefits paid to participants$7,473,851
Plan auditUnmodified (clean) audit opinion
AuditorHOLMAN FRENIA ALLISON, PC
Plan history3
Yearassets · accounts · employer contribution
2024$72.2M · 960 accts
2023$64.4M · 974 accts · $35K emplr
2022$52.2M · 955 accts · $7K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,517
Investment management$50,000
Audit (IQPA)$14,071
Total administrative$131,588
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.
Source: U.S. Department of Labor, Form 5500 series, EIN 222500029 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.