AUMdb

Visiting Nurse Association Health Care Services, Inc 403(b) Plan

Sponsored by Vna Health Care Services Inc · EIN 135562377 · Plan #001

Total assets
$2.7M
Net assets
$2.7M
Active participants
1
With balances
90

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Withum Smith Brown Accounting, Direct payment from the plan $30,160
Ascensus Llc Participant loan processing, Other fees, Recordkeeping fees $19,217
Merrill Lynch Retirement & Benefit Investment advisory (plan), Direct payment from the plan $12,331