Original filing (PDF)20250714071515NAL0000533235001

Visiting Nurse & Hospice Home

Name: Visiting Nurse & Hospice Home — Visiting Nurse &, Form 5500 (2024)
Creator: Visiting Nurse & Hospice Home
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Visiting Nurse & Hospice Home Retirement Plan

403(b) retirement plan · Visiting Nurse & Hospice Home's Visiting Nurse & Hospice Home Retirement Plan held $6.5M in plan assets for 172 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

~122 bps in Sched C fees

Active participants

172

Accounts w/ balance

206

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

How this plan invests

This plan

48 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 (14th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISITING NURSE & HOSPICE HOME.

Plan sponsor

Name

VISITING NURSE & HOSPICE HOME

EIN

35-1687026all filings

Address

5910 HOMESTEAD ROAD · FORT WAYNE, IN · 468144202

Phone

(260) 435-3222

Industry

Health Care & Social Assistance

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

2025-07-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

DONOVAN P.C.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$51K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SYM FINANCIAL ADVISORS	35-1550787	—	CONSULTANT	$27K	—

Investments

48 direct securities· $6.4M(100% of reported assets)

Mutual Funds

$4.8M

32 holdings

Common Collective Trusts

$831K

1 holding

Other securities

$740K

13 holdings

Stable Value

$58K

2 holdings

					% of plan
Vanguard 500 Index Admiral Shares	Common Collective Trusts	—	—	$831K	12.8%
DFA US Large Cap Value Institutional Class	Mutual Funds	—	—	$438K	6.8%
DFA Large Cap International Institutional Class	Mutual Funds	—	—	$429K	6.6%
DFA International Value Institutional Class	Mutual Funds	—	—	$422K	6.5%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$389K	6.0%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$350K	5.4%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$331K	5.1%
Diamond Hill Core Bond	Other securities	—	—	$309K	4.8%
Lincoln Fixed Account	Other securities	—	—	$292K	4.5%
DFA Emerging Markets Institutional Class	Mutual Funds	—	—	$292K	4.5%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$272K	4.2%
Vanguard Mid Cap Admiral	Mutual Funds	—	—	$225K	3.5%
Vanguard Growth Index Admiral	Mutual Funds	—	—	$206K	3.2%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$188K	2.9%
PIMCO Short Term Institutional Class	Mutual Funds	—	—	$188K	2.9%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$172K	2.7%
Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	—	$170K	2.6%
Vanguard Small Cap Index Admiral Shares	Mutual Funds	—	—	$168K	2.6%
Vanguard Total Bond Market Index Admiral Class	Mutual Funds	—	—	$119K	1.8%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$110K	1.7%
DFA Intermediate Govt. Fixed Income	Mutual Funds	—	—	$98K	1.5%
Lincoln Stable Value Account - Lngpa	Stable Value	—	—	$57K	0.9%
American Funds Growth	Mutual Funds	—	—	$53K	0.8%
Fidelity International Index	Mutual Funds	—	—	$36K	0.6%
Notes receivable from participants	Other securities	—	—	$32K	0.5%
DFA US Small Cap Value Institutional Class	Mutual Funds	—	—	$32K	0.5%
LVIP Macquarie Mid Cap Value Fund	Other securities	—	—	$29K	0.5%
Macquarie Small Cap Value	Other securities	—	—	$23K	0.4%
American Funds Growth-Income	Mutual Funds	—	—	$23K	0.4%
Vanguard Target Retirement Income	Mutual Funds	—	—	$21K	0.3%
Fidelity VIP Contrafund	Mutual Funds	—	—	$20K	0.3%
American Funds Global Growth	Mutual Funds	—	—	$18K	0.3%
LVIP T. Rowe Price 2040	Other securities	—	—	$15K	0.2%
LVIP Baron Growth Opportunities	Other securities	—	—	$14K	0.2%
DFA Real Estate Securities Institutional Class	Mutual Funds	—	—	$13K	0.2%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$10K	0.1%
DFA US Micro Cap Class	Mutual Funds	—	—	$9K	0.1%
LVIP Macquarie Social Awareness	Other securities	—	—	$7K	0.1%
LVIP T. Rowe Price Structured Mid-Cap	Other securities	—	—	$6K	<0.1%
LVIP Dimensional U.S. Core Equity	Mutual Funds	—	—	$6K	<0.1%
LVIP T. Rowe Price 2050	Other securities	—	—	$5K	<0.1%
LVIP Blended Large Cap Growth	Other securities	—	—	$5K	<0.1%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$3K	<0.1%
LVIP Global Growth Allocation Managed	Other securities	—	—	$2K	<0.1%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$778	<0.1%
LVIP Macquarie Smid Cap Core Series	Other securities	—	—	$754	<0.1%
Lincoln Stable Value Account - J97	Stable Value	—	—	$424	<0.1%
Vanguard Target Retirement 2070	Mutual Funds	—	—	$342	<0.1%