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Original filing (PDF)20240723124721NAL0018284464001
WATERLOO VISITING NURSING ASSO
Form 5500-SF
FILING_RECEIVED
WATERLOO VISITING NURSING ASSOCIATION
401(k) retirement plan
Active participants
1
Accounts w/ balance
16
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATERLOO VISITING NURSING ASSO.
Plan sponsor
Name
WATERLOO VISITING NURSING ASSO
EIN
42-0782546
Address
2530 UNIVERSITY AVE STE 3 · WATERLOO, IA · 507013304
Phone
(319) 235-6201
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-23
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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