Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association of the Inland Counties403(b)

TAX DEFERRED ANNUITY PLAN OF THE VISITING NURSE ASSOCIATION OF THE INLAND COUNTIES · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
0.51%

Visiting Nurse Association of the Inland Counties reported $23,706 in plan administrative expenses for 2022: 0.51% 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 0.51% to 0.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,303rd of 9,483), and 8,395th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,226,082
Participants with balances257
Active participants0
Employer contributions—
Employee contributions$43,018
Employer contribution per active participant—
Average account balance$16,444
Benefits paid to participants$167,545
Plan auditUnmodified (clean) audit opinion
AuditorSOREN MCADAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$43K · 6 accts
2023$3.3M · 190 accts
2022$4.2M · 257 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,706
Total administrative$23,706
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$13,652 · 0.83%
2023$18,223 · 0.49%
2022$23,706 · 0.51%
Similar plansHealth Care & Social Assistance · California
Bonita House, Inc. CA$4.3M · 0.03%
T. E. R. I., Inc. CA$4.3M · 0.11%
Casa Pacifica CA$4.2M · 1.11%
Rescue Mission Alliance CA$4.2M · 0.61%
Inland Christian Home CA$4.2M · 0.53%
Reimagine Network CA$4.2M · 0.03%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 951641973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.