Original filing (PDF)20251010165900NAL0004425811001

VNA HEALTH CARE SERVICES INC

Name: VNA HEALTH CARE SERVICES INC — VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN, Form 5500 (2024)
Creator: VNA HEALTH CARE SERVICES INC

Form 5500

FILING_RECEIVED

VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN

403(b) retirement plan

Signals · 1

~226 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VNA HEALTH CARE SERVICES INC.

Plan sponsor

Name

VNA HEALTH CARE SERVICES INC

EIN

13-5562377

Address

669 CASTLETON AVENUE · STATEN ISLAND, NY · 10301

Phone

(718) 816-3516

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

2025-10-10

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$19K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WITHUM SMITH BROWN	—	PRINCETON, NJ	NONE	$30K	—
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—

Investments

32 direct securities· $2.7M(100% of reported assets)

Other securities

$2.6M

30 holdings

Participant loans

$72K

1 holding

Common Stock

$35K

1 holding

					% of plan
iShares S&P 500 Index K iShares 0	Other securities	—	—	$486K	17.8%
ClearBridge Large Cap Growth IS Legg Mason 0	Other securities	—	—	$295K	10.8%
GM iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$175K	6.4%
Victory Pioneer Sel Mid Cap Growth R6 Victory 0	Other securities	—	—	$162K	5.9%
GM Lord Abbett Short Duration Income R6 Lord Abbett 0	Other securities	—	—	$161K	5.9%
GM Western Asset Core Bond IS Legg Mason 0	Other securities	—	—	$139K	5.1%
Janus Henderson Triton N Janus Henderson 0	Other securities	—	—	$127K	4.7%
GM American Funds Washington Mutual R6 American Funds 0	Other securities	—	—	$126K	4.6%
GM Victory Pioneer Sel Mid Cap Growth R6 Victory 0	Other securities	—	—	$114K	4.2%
American Funds New Perspective R6 American Funds 0	Other securities	—	—	$99K	3.6%
GM ClearBridge Large Cap Growth IS Legg Mason 0	Other securities	—	—	$97K	3.6%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$91K	3.3%
American Funds Washington Mutual R6 American Funds 0	Other securities	—	—	$85K	3.1%
BlackRock LifePath Index 2040 K BlackRock 0	Other securities	—	—	$79K	2.9%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$72K	2.7%
GM BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$68K	2.5%
American Funds American Balanced R6 American Funds 0	Other securities	—	—	$54K	2.0%
GM iShares U.S. Aggregate Bond Index K iShares 0	Other securities	—	—	$51K	1.9%
GM Macquarie Small Cap Value Instl Macquarie 0	Other securities	—	—	$44K	1.6%
BlackRock Lifepath Index Retire K BlackRock 0	Other securities	—	—	$41K	1.5%
American Funds Capital Inc Bldr R6 American Funds 0	Common Stock	—	—	$35K	1.3%
BlackRock LifePath Index 2030 K BlackRock 0	Other securities	—	—	$31K	1.1%
GM Janus Henderson Triton N Janus Henderson 0	Other securities	—	—	$21K	0.8%
American Funds US Government Sec R6 American Funds 0	Other securities	—	—	$16K	0.6%
iShares U.S. Aggregate Bond Index K iShares 0	Other securities	—	—	$11K	0.4%
PGIM High Yield R6 PGIM 0	Other securities	—	—	$11K	0.4%
Western Asset Core Bond IS Legg Mason 0	Other securities	—	—	$9K	0.3%
American Funds New World R6 American Funds 0	Other securities	—	—	$9K	0.3%
iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$6K	0.2%
DWS Rreef Real Estate Securities R6 DWS 0	Other securities	—	—	$5K	0.2%
BlackRock LifePath Index 2050 K BlackRock 0	Other securities	—	—	$4K	0.2%
Macquarie Small Cap Value Instl Macquarie 0	Other securities	—	—	$1K	<0.1%