Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association of Southeastern Connecticut, Inc.401(k)

TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT · WATERFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.01%

Visiting Nurse Association of Southeastern Connecticut, Inc. reported $2,036 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 0.008% to 0.013%. 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 among the smaller plans on file in Connecticut (621st of 1,106), and the 4,359th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$15,674,840
Participants with balances126
Active participants77
Employer contributions—
Employee contributions$469,740
Employer contribution per active participant—
Average account balance$124,403
Benefits paid to participants$1,753,070
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 126 accts
2023$14.8M · 141 accts
2022$13.6M · 144 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$598
Investment management$1,438
Total administrative$2,036
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.

Administrative cost history3
2024$2,036 · 0.01%
2023$1,835 · 0.01%
2022$1,246 · 0.01%
All plans at this employer2
VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT PENSION PLANDefined-contribution plan
TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT401(k)
Similar plansHealth Care & Social Assistance · Connecticut
Cw Resources, Inc. CT$16.4M · 0.77%
Bristol Hospital Ems, Inc. CT$16.0M · 0.19%
Hartford Dispensary CT$14.7M · 0.41%
Livewell Alliance, Inc. CT$14.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060646616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.