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Original filing (PDF)20250624102508NAL0010222320001
CORNERSTONE VNA
Form 5500
FILING_RECEIVED
CORNERSTONE VNA RETIREMENT PLAN
403(b) retirement plan
Signals · 1
36% in single holding
Active participants
201
Accounts w/ balance
156
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Target Retirement 2030" is 36% of plan.
- 71 bps in Schedule C fees — 145% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORNERSTONE VNA.
Plan sponsor
Name
CORNERSTONE VNA
EIN
02-0231026
Address
178 FARMINGTON ROAD · ROCHESTER, NH · 038670000
Phone
(603) 332-1133
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION & WEALTH MANAGEMENT ADVISOR | — | WALTHAM, MA | RIA | $50K | — |
Investments
24 direct securities· $10.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | — | — | — | $3.7M | 34.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.3M | 11.8% | |
| Vanguard 500 Index Admiral Series | — | — | — | $1.3M | 11.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $953K | 8.7% | |
| Vanguard Target Retirement 2020 | — | — | — | $772K | 7.1% | |
| Vanguard Intl Growth Admiral | — | — | — | $462K | 4.2% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $297K | 2.7% | |
| Vanguard Federal Money Market | — | — | — | $292K | 2.7% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $175K | 1.6% | |
| Prudential PGIM Short-term Corporate Bond Fund - Class R | — | — | — | $174K | 1.6% | |
| DFA Investment Trust DFA Emerging Markets Small Cap | — | — | — | $165K | 1.5% | |
| Vanguard Inflation-Protected Securities Admiral | — | — | — | $165K | 1.5% | |
| Janus Henderson Janus Henderson Triton I | — | — | — | $152K | 1.4% | |
| DFA Investment Trust DFA International Small Cap Value | — | — | — | $141K | 1.3% | |
| Principal Funds Inc Principal Real Estate Sec Inst | — | — | — | $99K | 0.9% | |
| Vanguard GNMA Admiral | — | — | — | $64K | 0.6% | |
| Buffalo Funds Buffalo Discovery | — | — | — | $59K | 0.5% | |
| Vanguard US Growth Admiral | — | — | — | $56K | 0.5% | |
| Principal Funds Inc Principal Small Cap S&P 600 Index - Class R5 | — | — | — | $51K | 0.5% | |
| Vanguard Target Retirement 2060 | — | — | — | $49K | 0.4% | |
| Vanguard Mid Cap Value Index | — | — | — | $23K | 0.2% | |
| Prudential PGIM High Yield Fund - Class Z | — | — | — | $19K | 0.2% | |
| JP Morgan Trust II JP Morgan Core Plus Bond R6 | — | — | — | $17K | 0.2% | |
| Vanguard Value Index Admiral | — | — | — | $12K | 0.1% |
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