Original filing (PDF)20250924130122NAL0017126882001

VISITING NURSE ASSOCIATION OF NORTH

Name: VISITING NURSE ASSOCIATION OF NORTH — TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF NORTHERN NEW JERSEY, Form 5500 (2024)
Creator: VISITING NURSE ASSOCIATION OF NORTH

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF NORTHERN NEW JERSEY

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISITING NURSE ASSOCIATION OF NORTH.

Plan sponsor

Name

VISITING NURSE ASSOCIATION OF NORTH

EIN

22-1487368

Address

175 SOUTH STREET · MORRISTOWN, NJ · 079604110

Phone

(800) 938-4748

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

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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