Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association Of401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE ASSOCIATION OF PORTER COUNTY, INDIANA, INC. · VALPARAISO, IN · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Visiting Nurse Association Of reported $2,353 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,467 per active participant. 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 3 years on file its reported administrative ratio fell from 0.04% to 0.03%. 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 Indiana (1,001st of 1,562), and 6,544th of 11,911 in health care & social assistance. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 77 to 87 since 2021.

Plan summary
Net assets, end of year$7,794,261
Participants with balances199
Active participants87
Employer contributions$127,644
Employee contributions$206,520
Employer contribution per active participant$1,467
Average account balance$39,167
Benefits paid to participants$696,958
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2024$7.8M · 199 accts · $128K emplr
2023$7.1M · 204 accts · $143K emplr
2022$6.3M · 212 accts · $134K emplr
2021$7.4M · 206 accts · $135K emplr
The Visiting Nurse Association Of 401(k) match · 2024
Employer contribution per active participant$1,467
Median for plans this size$1,313
2024$1,467 per active participant
2023$1,749 per active participant
2022$1,677 per active participant
2021$1,758 per active participant

Visiting Nurse Association Of's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,203

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history4
2024$2,353 · 0.03%
2023$940 · 0.01%
2022$2,186 · 0.03%
2021$2,693 · 0.04%
Similar plansHealth Care & Social Assistance · Indiana
Noble Inc. IN$8.0M · 0.24%
Real Services, Inc. IN$8.0M · 0.73%
Incremedical, LLC IN$7.9M · 0.29%
Swiss Village, Inc IN$7.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351174866 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.