Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association of Florida, Inc401(k)

VISITING NURSE ASSOCIATION OF FLORIDA, INC. PROFIT SHARING PLAN AND TRUST · STUART, FL · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Visiting Nurse Association of Florida, Inc reported $65,797 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $863 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 has held roughly steady near 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,580th-largest of 3,644 plans among Florida employers on file, and the 5,127th of 11,911 in health care & social assistance. In 2024, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,099,372
Participants with balances190
Active participants321
Employer contributions$276,949
Employee contributions$686,991
Employer contribution per active participant$863
Average account balance$63,681
Benefits paid to participants$1,038,433
Plan auditUnmodified (clean) audit opinion
AuditorGRIBBON & BRONKHORST, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 190 accts · $277K emplr
2023$11.0M · 189 accts · $281K emplr
2022$9.3M · 180 accts · $264K emplr
The Visiting Nurse Association of Florida, Inc 401(k) match · 2024
Employer contribution per active participant$863
Median for plans this size$2,416
2024$863 per active participant
2023$680 per active participant
2022$857 per active participant

Visiting Nurse Association of Florida, Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$1,034
MERRILL LYNCH · Investment advisory (participants)$33,382
PENSION INVESTORS · Contract administrator$875

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$65,797 · 0.57%
2023$60,146 · 0.59%
2022$51,365 · 0.56%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Westminster Services, Inc. FL$12.5M · 0.77%
Pinnacle Home Care, Inc. FL$12.3M · 0.64%
Operation Par, Inc. FL$12.1M · 0.37%
Suncoast Center, Inc. FL$12.0M · 0.68%
Inhealth MD Alliance, LLC FL$11.9M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591814769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.