403(b) Savings Plan For Employees Of Vna Health Care
Sponsored by Vna Health Care · EIN 362182095 · Plan #002
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 425
- With balances
- 593
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $82,338 |
| Hightower Advisors, Llc | Investment advisory (plan) | $56,894 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |