How big is Visiting Nurse and Hospice Car's plan?

Visiting Nurse and Hospice Car's plan reported $21.9M in assets and 148 participants for 2024.

Original filing (PDF)20251013161952NAL0000824899001

Visiting Nurse and Hospice Car

Name: Visiting Nurse and Hospice Car — Safe-Harbor 403(b), Form 5500 (2024)
Creator: Visiting Nurse and Hospice Car
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara

401(k) retirement plan · Visiting Nurse and Hospice Car's Safe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa Barbara held $21.9M in plan assets for 148 participants in 2024, with Mutual of America as recordkeeper.

Active participants

148

Accounts w/ balance

294

Plan assets (EOY)

$21.9M

Net assets (EOY)

$21.9M

People on this filing

Karen Wallace signed Visiting Nurse and Hospice Car's 2024 Form 5500 as plan administrator.

Karen Wallace — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Visiting Nurse and Hospice Car's EIN is 95-1641969.

EIN 95-1641969

Plan number 002

Plan year 2024

ACK ID 20251013161952NAL0000824899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Visiting Nurse and Hospice Car from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Visiting Nurse and Hospice Car's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

Helping the score

Below-peer total plan cost (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

VISITING NURSE AND HOSPICE CAR

EIN

all filings

Address

509 E MONTECITO ST STE 200 · SANTA BARBARA, CA · 931033259

Phone

(805) 963-6794

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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BARTLETT, PRINGLE & WOLF, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

46 direct securities · 1 pooled fund· $40.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$19.0M

1 holding

Other securities

$15.9M

30 holdings

Mutual Funds

$3.4M

12 holdings

Common Collective Trusts

$2.6M

3 holdings

Cash / Money Market

$77K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$19.0M	86.5%
Mutual of America Interest Accumulation	Other securities	—	—	$2.9M	13.3%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$1.8M	8.4%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$1.8M	8.2%
Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$1.8M	8.1%
Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$1.5M	6.9%
Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$1.2M	5.5%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$772K	3.5%
Fidelity Investments VIP Contrafund	Mutual Funds	—	—	$766K	3.5%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$759K	3.5%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$691K	3.1%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$643K	2.9%
Vanguard VIF International	Mutual Funds	—	—	$613K	2.8%
Vanguard VIF Diversified Value	Mutual Funds	—	—	$546K	2.5%
Fidelity Investments VIP Asset Manager	Mutual Funds	—	—	$499K	2.3%
Calvert VP SRI Balanced Portfolio	Other securities	—	—	$485K	2.2%
Fidelity Investments VIP Equity-Income	Mutual Funds	—	—	$431K	2.0%
Mutual of America Aggressive Allocation	Other securities	—	—	$383K	1.7%
T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$347K	1.6%
Mutual of America Retirement Income Fund	Other securities	—	—	$316K	1.4%
Mutual of America All America Fund	Other securities	—	—	$293K	1.3%
American Century VP Capital Appreciation	Other securities	—	—	$283K	1.3%
Mutual of America Small Cap Value Fund	Other securities	—	—	$278K	1.3%
Mutual of America Conservative Allocation	Other securities	—	—	$272K	1.2%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$266K	1.2%
Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$261K	1.2%
Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$233K	1.1%
Mutual of America Balanced Fund	Other securities	—	—	$196K	0.9%
Mutual of America Clear Passage 2015 Fund	Other securities	—	—	$167K	0.8%
Mutual of America Core Bond Fund	Other securities	—	—	$160K	0.7%
Vanguard Total Bond Mkt I Prt	Mutual Funds	—	—	$158K	0.7%
Mutual of America Moderate Allocation	Other securities	—	—	$154K	0.7%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$151K	0.7%
Vanguard VIF Real Estate Index Portfolio	Mutual Funds	—	—	$137K	0.6%
Fidelity Investments VIP Mid Cap	Mutual Funds	—	—	$115K	0.5%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$77K	0.4%
Mutual of America International Fund	Other securities	—	—	$73K	0.3%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$67K	0.3%
Delaware VIP Small Cap Value Series	Other securities	—	—	$51K	0.2%
PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$49K	0.2%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$38K	0.2%
American Funds IS New World Fund	Mutual Funds	—	—	$37K	0.2%
DWS Capital Growth VIP	Other securities	—	—	$35K	0.2%
Neuberger Berman AMT Sustainable Equity Portfolio	Other securities	—	—	$22K	0.1%
MFS VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$18K	<0.1%
Invesco V.I. Main Street Fund	Mutual Funds	—	—	$17K	<0.1%
Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$524	<0.1%