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Original filing (PDF)20251007135710NAL0004675953001
VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP
Form 5500
FILING_RECEIVED
EVERYSTEP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
316
Accounts w/ balance
454
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP.
Plan sponsor
Name
VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP
EIN
42-0680446
Address
3000 EASTON BOULEVARD · DES MOINES, IA · 503173124
Phone
(515) 333-4264
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
THE FINWAY GROUP
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
—
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP | 42-1468222 | — | SERVICE PROVIDER | $0 | — |
| FOSTER CAPITAL MANAGEMENT | 42-1361385 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INS. AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
24 direct securities· $15.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2040 Fund K Mutual Fund | — | — | — | $2.8M | 17.2% | |
| Voya Government Money Market Fund Mutual Fund 866 BlackRock LifePath Index Retirement Fund K Mutual Fund | — | — | — | $2.1M | 13.2% | |
| BlackRock LifePath Index 2045 Fund K Mutual Fund | — | — | — | $2.0M | 12.1% | |
| BlackRock LifePath Index 2035 Fund K Mutual Fund | — | — | — | $1.9M | 11.7% | |
| BlackRock LifePath Index 2050 Fund K Mutual Fund | — | — | — | $1.9M | 11.6% | |
| BlackRock LifePath Index 2030 Fund K Mutual Fund | — | — | — | $1.7M | 10.3% | |
| BlackRock LifePath Index 2055 Fund K Mutual Fund | — | — | — | $1.0M | 6.2% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | — | — | — | $374K | 2.3% | |
| BlackRock LifePath Index 2060 Fund K Mutual Fund | — | — | — | $339K | 2.1% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $294K | 1.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $274K | 1.7% | |
| Participants Participant loans (4.25%-9.50%) | — | — | — | $222K | 1.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $173K | 1.1% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $139K | 0.9% | |
| DFA US High Relative Profitability Portfolio Institutional Mutual Fund | — | — | — | $95K | 0.6% | |
| Similar Party Par or Maturity Value * Voya Fixed Income Account Voya Fixed Income Account | — | — | — | $86K | 0.5% | |
| BlackRock LifePath Index 2065 Fund K Mutual Fund | — | — | — | $71K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $68K | 0.4% | |
| BlackRock Total Return Fund K Mutual Fund | — | — | — | $65K | 0.4% | |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $63K | 0.4% | |
| Fidelity Small Cap Growth Fund Mutual Fund | — | — | — | $48K | 0.3% | |
| DFA US Small Cap Value Portfolio Institutional Mutual Fund | — | — | — | $42K | 0.3% | |
| Fidelity Mid Cap Growth Index Fund Mutual Fund | — | — | — | $38K | 0.2% | |
| Fidelity Mid Cap Value Index Fund Mutual Fund | — | — | — | $36K | 0.2% |
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