Defined Contribution Pension Plan For The Visiting Nurse Association Health Group, Inc.
Sponsored by Vna Health Group, Inc. · EIN 222500029 · Plan #001
- Total assets
- $69.0M
- Net assets
- $69.0M
- Active participants
- 1,530
- With balances
- 2,027
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $64,367 |
| Newport Capital Group Llc | Investment advisory (plan) | $25,000 |
| Mml Investors Services Llc | Investment advisory (plan) | $25,000 |
| Holman Frenia Allison, P.C. | Accounting | $13,956 |