Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association of Southeast Missouri, Inc.401(k)

VISITING NURSE ASSOCIATION OF SOUTHEAST MISSOURI PROFIT SHARING PLAN · KENNETT, MO · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Visiting Nurse Association of Southeast Missouri, Inc. reported $19,450 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $2 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 2 years on file its reported administrative ratio fell from 0.39% to 0.36%. 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 Missouri (1,048th of 1,393), and 7,509th of 11,911 in health care & social assistance. In 2024, employees put in $348.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,723,324
Participants with balances86
Active participants154
Employer contributions$351
Employee contributions$122,244
Employer contribution per active participant$2
Average account balance$66,550
Benefits paid to participants$316,278
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 86 accts · $351 emplr
2023$5.1M · 91 accts · $355 emplr
2022$4.5M · 102 accts · $76K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,750
Investment management$17,700
Total administrative$19,450
The Visiting Nurse Association of Southeast Missouri, Inc. 401(k) match · 2024
Employer contribution per active participant$2
Median for plans this size$1,313
2024$2 per active participant
2023$2 per active participant
2022$519 per active participant

Visiting Nurse Association of Southeast Missouri, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
EDWARD JONES · Investment advisory (plan)$17,700
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$1,750

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$19,450 · 0.36%
2023$17,544 · 0.37%
2022$16,948 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
The Gatesworth MO$6.0M · 0.74%
Axes Physical Therapy MO$6.0M · 0.70%
Phoenix Home Care, Inc. MO$5.0M · 1.35%
Life Unlimited, Inc. MO$4.9M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237314085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.