Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association of the Treasure Coast, Inc.403(b)

VNA OF THE TREASURE COAST 403(B) PLAN · VERO BEACH, FL · plan year 2025

Reported admin expense ratio · 2025
0.59%

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

Visiting Nurse Association of the Treasure Coast, Inc. reported $126,151 in plan administrative expenses for 2025: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $384 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 fell from 0.65% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,015th-largest of 3,644 plans among Florida employers on file, and the 3,347th of 11,911 in health care & social assistance. In 2025, employees put in $10.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,949,217
Participants with balances589
Active participants462
Employer contributions$177,243
Employee contributions$1,835,732
Employer contribution per active participant$384
Average account balance$38,963
Benefits paid to participants$2,123,423
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$22.9M · 589 accts · $177K emplr
2024$20.1M · 638 accts · $250K emplr
2023$18.4M · 631 accts · $268K emplr
2022$15.3M · 623 accts · $215K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$71,961
Investment management$48,690
Audit (IQPA)$5,500
Total administrative$126,151
Employer contributions to the Visiting Nurse Association of the Treasure Coast, Inc. plan · 2025
Employer contribution per active participant$384
Median for plans this size$2,666
2025$384 per active participant
2024$562 per active participant
2023$488 per active participant
2022$438 per active participant

Visiting Nurse Association of the Treasure Coast, Inc.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$69,180
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$48,690
BDMP ASSURANCE, LLP · Accounting / audit$5,500
VARIABLE ANNUITY LIFE INSURANCE CO · Custodial (securities) · Investment advisory (participants)$2,781
CHARLES SCHWAB TRUST COMPANY · Custodial (securities)indirect comp

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023The Standard

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

Administrative cost history4
2025$126,151 · 0.59%
2024$118,168 · 0.61%
2023$100,598 · 0.60%
2022$107,615 · 0.65%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Intelident Solutions, Inc. FL$22.9M · 0.96%
Forkidcare, LLC FL$22.3M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 592664912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.