Plan Ledger DOL Form 5500 · updated monthly

Vna Health Care403(b)

403(B) SAVINGS PLAN FOR EMPLOYEES OF VNA HEALTH CARE · AURORA, IL · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Vna Health Care reported $139,232 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,918 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 0.72% to 0.60%. 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 the 1,465th-largest of 3,702 plans among Illinois employers on file, and the 3,106th of 11,911 in health care & social assistance. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,621,049
Participants with balances593
Active participants425
Employer contributions$1,240,277
Employee contributions$1,895,413
Employer contribution per active participant$2,918
Average account balance$43,206
Benefits paid to participants$1,110,622
Plan auditUnmodified (clean) audit opinion
AuditorSELDEN FOX LTD
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 593 accts · $1.2M emplr
2023$21.2M · 625 accts · $1.2M emplr
2022$16.9M · 541 accts · $997K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,338
Investment management$56,894
Total administrative$139,232
Employer contributions to the Vna Health Care plan · 2024
Employer contribution per active participant$2,918
Median for plans this size$2,416
2024$2,918 per active participant
2023$2,494 per active participant
2022$2,347 per active participant

Vna Health Care's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$82,338
HIGHTOWER ADVISORS, LLC · Investment advisory (plan)$56,894
CHARLES SCHWAB TRUST BANK · 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 year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$139,232 · 0.60%
2023$122,714 · 0.65%
2022$128,121 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Humboldt Park Health IL$25.9M · 0.39%
Compass Health Center, LLC IL$23.6M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362182095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.