Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association of the Midlands401(k)

VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Visiting Nurse Association of the Midlands reported $72,500 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $772 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 0.44%. 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 Nebraska (283rd of 565), and the 4,121st of 11,911 in health care & social assistance. In 2024, employees put in $4.49 for every $1.00 the employer contributed; active participation has shrunk from 161 to 141 since 2022.

Plan summary
Net assets, end of year$17,062,852
Participants with balances212
Active participants141
Employer contributions$108,820
Employee contributions$488,973
Employer contribution per active participant$772
Average account balance$80,485
Benefits paid to participants$1,622,075
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.1M · 212 accts · $109K emplr
2023$16.2M · 272 accts · $120K emplr
2022$14.7M · 263 accts · $126K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,005
Investment management$32,490
Total administrative$72,500
The Visiting Nurse Association of the Midlands 401(k) match · 2024
Employer contribution per active participant$772
Median for plans this size$2,416
2024$772 per active participant
2023$803 per active participant
2022$780 per active participant

Visiting Nurse Association of the Midlands'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,005
D A DAVIDSON & CO INC · Investment advisory (plan)$32,490

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$72,500 · 0.44%
2023$69,015 · 0.45%
2022$75,627 · 0.42%
Similar plansHealth Care & Social Assistance · Nebraska
Nebraska Spine Center, LLP NE$20.3M · 0.39%
Browns Medical Imaging, LLC NE$17.9M · 0.27%
Brodstone Memorial Hospital NE$17.7M · 0.43%
Providence Medical Center NE$17.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470690207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.