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Original filing (PDF)20251105135516NAL0014546304001
WESTCHESTER VISITING NURSE SER
Form 5500
FILING_RECEIVED
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC.
Defined-contribution retirement plan
Active participants
93
Accounts w/ balance
215
Plan assets (EOY)
$13.8M
Net assets (EOY)
$13.8M
How this plan invests
This plan
1 pooled trust
Schedule D
79 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTCHESTER VISITING NURSE SER.
Plan sponsor
Name
WESTCHESTER VISITING NURSE SER
EIN
13-3323176
Address
1311 MAMARONECK AVE STE 180 · WHITE PLAINS, NY · 106055225
Phone
(914) 682-1480
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-05
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2T · Default investment account (QDIA)
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
Investments
72 direct securities · 1 pooled fund· $27.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.8M
71 holdings
Pooled Separate Account
$9.8M
1 holding
Insurance Contracts
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $9.8M | 71.1% | |
| UNITS * Mutual of America Interest Accumulation Account | Insurance Contracts | — | — | $3.9M | 28.6% | |
| SEPARATE ACCOUNTS * MoA Clear Passage 2025 Fund | — | — | $415K | $1.1M | 7.9% | |
| MoA Clear Passage 2030 Fund | — | — | $318K | $938K | 6.8% | |
| DWS Capital Growth VIP | — | — | $3K | $914K | 6.6% | |
| Delaware VIP Small Cap Value Series . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $914K | 6.6% | |
| MoA Clear Passage 2035 Fund | — | — | $264K | $830K | 6.0% | |
| Fidelity VIP Contrafund Portfolio | — | — | $3K | $781K | 5.7% | |
| MoA Equity Index Fund | — | — | $31K | $565K | 4.1% | |
| MoA Core Bond Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $565K | 4.1% | |
| T. Rowe Price Blue Chip Growth Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $543K | 3.9% | |
| Vanguard VIF Diversified Value Portfolio | — | — | $9K | $543K | 3.9% | |
| MoA Clear Passage 2045 Fund | — | — | $156K | $516K | 3.8% | |
| Fidelity VIP Equity-Income Portfolio | — | — | $3K | $486K | 3.5% | |
| T. Rowe Price Blue Chip Growth Portfolio | — | — | $4K | $331K | 2.4% | |
| PIMCO VIT Real Return Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $331K | 2.4% | |
| MoA US Gov Money Market | — | — | $112K | $318K | 2.3% | |
| MoA Moderate Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $318K | 2.3% | |
| MoA Mid Cap Equity Index Fund | — | — | $30K | $279K | 2.0% | |
| MoA International Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $279K | 2.0% | |
| MoA Clear Passage 2040 Fund | — | — | $84K | $276K | 2.0% | |
| MoA Clear Passage 2020 Fund | — | — | $102K | $240K | 1.7% | |
| LVIP American Century Cap | — | — | $2K | $232K | 1.7% | |
| . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $232K | 1.7% | |
| MoA Aggressive Allocation Fund | — | — | $39K | $212K | 1.5% | |
| MFS VIT III Mid Cap Value Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $212K | 1.5% | |
| MoA Mid Cap Value Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $132K | 1.0% | |
| MoA Moderate Allocation Fund | — | — | $32K | $132K | 1.0% | |
| Vanguard VIF International Portfolio | — | — | $2K | $126K | 0.9% | |
| Calvert VP SRI Balanced Portfolio | — | — | $10K | $117K | 0.8% | |
| American Century Investments VP Capital Appreciation Fund . Mutual of America GROUP ANNUITY CONTRACT 864 American Funds Insurance Series New World Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $117K | 0.8% | |
| Invesco V.I. Main Street Fund 860 | — | — | — | $94K | 0.7% | |
| Goldman Sachs VIT US Equity Insights Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $94K | 0.7% | |
| MoA Conservative Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $87K | 0.6% | |
| MoA Core Bond Fund | — | — | $12K | $87K | 0.6% | |
| MoA Small Cap Growth Fund | — | — | $20K | $85K | 0.6% | |
| MoA Clear Passage 2050 Fund | — | — | $24K | $76K | 0.6% | |
| MoA Clear Passage 2055 Fund | — | — | $27K | $59K | 0.4% | |
| MoA Small Cap Value Fund | — | — | $16K | $57K | 0.4% | |
| MoA Intermediate Bond Fund | — | — | $19K | $53K | 0.4% | |
| MoA Equity Index Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $53K | 0.4% | |
| MoA Aggressive Allocation Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $42K | 0.3% | |
| MoA Money Market Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $37K | 0.3% | |
| MoA Retirement Income Fund | — | — | $18K | $37K | 0.3% | |
| MoA Clear Passage 2065 Fund | — | — | $2K | $35K | 0.3% | |
| Fidelity VIP Equity-Income Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $34K | 0.2% | |
| Fidelity VIP Asset Manager Portfolio 322 | — | — | — | $25K | 0.2% | |
| DWS Capital Growth VIP . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $25K | 0.2% | |
| MoA Conservative Allocation Fund | — | — | $9K | $25K | 0.2% | |
| MoA Clear Passage 2065 Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $25K | 0.2% | |
| MoA Intermediate Bond Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | $12K | $19K | 0.1% | |
| Goldman Sachs VIT US Equity Insights Fund 894 | — | — | — | $18K | 0.1% | |
| MoA Clear Passage 2015 Fund | — | — | $7K | $16K | 0.1% | |
| MoA Balanced Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $16K | 0.1% | |
| MoA Retirement Income Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $16K | 0.1% | |
| MoA Small Cap Equity Index Fund | — | — | $1K | $16K | 0.1% | |
| MoA Mid Cap Value Fund | — | — | $4K | $15K | 0.1% | |
| MoA Balanced Fund 665 | — | — | — | $13K | <0.1% | |
| MoA All America Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $13K | <0.1% | |
| Delaware VIP Small Cap Value Series 818 | — | — | — | $12K | <0.1% | |
| Calvert VP SRI Balanced Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $12K | <0.1% | |
| Vanguard VIF Real Estate Index Portfolio 434 | — | — | — | $10K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio 909 | — | — | — | $10K | <0.1% | |
| Fidelity VIP Mid Cap Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $9K | <0.1% | |
| Goldman Sachs VIT Small Cap Equity Insights Fund 542 | — | — | — | $9K | <0.1% | |
| Invesco V.I. Main Street Fund . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $8K | <0.1% | |
| MFS VIT III Mid Cap Value Portfolio 433 | — | — | — | $8K | <0.1% | |
| Vanguard VIF Total Bond Market Index Portfolio . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $6K | <0.1% | |
| Victory RS Small Cap Growth Equity VIP Series 512 | — | — | — | $6K | <0.1% | |
| PIMCO VIT Real Return Portfolio 206 | — | — | — | $3K | <0.1% | |
| Mutual of America Interest Accumulation Account . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $3K | <0.1% | |
| Plan Number: 002 . Mutual of America GROUP ANNUITY CONTRACT | — | — | — | $1K | <0.1% | |
| MoA Clear Passage 2060 Fund 73 | — | — | — | $1K | <0.1% |
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