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Original filing (PDF)20251014134559NAL0001446451001
V.N.A. CORPORATION
Form 5500
FILING_RECEIVED
VNA RETIREMENT PLAN
403(b) retirement plan
Signals · 1
26% in single holding
Active participants
86
Accounts w/ balance
159
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
27 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund" is 26% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for V.N.A. CORPORATION.
Plan sponsor
Name
V.N.A. CORPORATION
EIN
43-1337104
Address
1300 EAST 104TH STREET · KANSAS CITY, MO · 64131
Phone
(816) 531-1200
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES L | — | CLEVELAND, OH | INVESTMENT ADVISOR | $28K | — |
Investments
27 direct securities· $11.0M(100% of reported assets)
Uncategorized
$9.7M
25 holdings
Guaranteed Income / GIC
$1.4M
1 holding
Mutual Funds
$18K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | — | — | — | $2.8M | 25.7% | |
| American Funds Europacific Growth Fund | — | — | — | $1.4M | 12.6% | |
| s *MassMutual Group Annuity Contract Guaranteed Interest Account - 1.80% | Guaranteed Income / GIC | — | — | $1.4M | 12.5% | |
| American Funds 2030 Trgt Dt Ret Fund | — | — | — | $1.2M | 11.0% | |
| JP Morgan Equity Income Fund | — | — | — | $769K | 7.0% | |
| AB Global Large Cap Growth | — | — | — | $712K | 6.4% | |
| MFS Mid Cap Value Fund | — | — | — | $359K | 3.2% | |
| American Funds 2035 Trgt Dt Ret Fund | — | — | — | $358K | 3.2% | |
| American Funds 2055 Trgt Dt Ret Fund | — | — | — | $343K | 3.1% | |
| Fidelity Advisor Small Cap Value Fund | — | — | — | $284K | 2.6% | |
| American Funds 2040 Trgt Dt Ret Fund | — | — | — | $209K | 1.9% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $200K | 1.8% | |
| American Funds 2025 Trgt Dt Ret Fund | — | — | — | $154K | 1.4% | |
| American Funds 2050 Trgt Dt Ret Fund | — | — | — | $131K | 1.2% | |
| American Funds 2045 Trgt Dt Ret Fund | — | — | — | $116K | 1.1% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $113K | 1.0% | |
| MassMutual Mid Cap Growth I | — | — | — | $99K | 0.9% | |
| American Funds Balanced Fund | — | — | — | $78K | 0.7% | |
| American Funds New World Fund | — | — | — | $69K | 0.6% | |
| Janus Henderson Venture Fund | — | — | — | $63K | 0.6% | |
| American Funds 2020 Trgt Dt Ret Fund | — | — | — | $43K | 0.4% | |
| Calvert Equity Fund | — | — | — | $42K | 0.4% | |
| American Funds 2060 Trgt Dt Ret Fund | — | — | — | $29K | 0.3% | |
| Vanguard Total International Stock Index Fund | — | — | — | $27K | 0.2% | |
| AB Global AB Global Bond Fund | Mutual Funds | — | — | $18K | 0.2% | |
| BlackRock iShares US Aggregate Bond Index Fund | — | — | — | $14K | 0.1% | |
| MassMutual US Governmental Money Market Fund | — | — | — | $5K | <0.1% |
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