Retirement plan

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST

Name: VNA & HOSPICE OF THE SOUTHWEST REGION - VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST (2024) Form 5500
Creator: VNA & HOSPICE OF THE SOUTHWEST REGION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST, VNA & HOSPICE OF THE SOUTHWEST REGION

VNA & HOSPICE OF THE SOUTHWEST REGIONEIN 03-0185024Plan #001PY 2024

7 ALBERT CREE - RUTLAND, VT 05701802-770-1510LinkedIn1-10 employeeshospital & health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$15.7M

+34.8% from 2023

Total participants

272

+10.6% from 2023

Average account balance

$70,304

+24.5% from 2023

Annual return

41.69%

+24.55 pp from 2023

Benchmarks

See 5,998 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,998 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$15.68M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$70K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

223

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

75.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+41.69%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$184

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
WILMINGTON TRUST2 years Service code 27 1100 N. MARKET STREET · WILMINGTON, DE 19890	Advisory (Plan)	$31,777
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969	Recordkeeping	$9,198

Plan features & details

Pension benefit codes2E3D2G2J2K2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$41K

$205 / participant

Investment mgmt$32K77.6%
Contract admin$9K22.4%

% of EOY assets

0.261%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MCSOLEY MCCOY & CO.
Auditor EIN: 030327374
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,304

$55,437+26.8%

$155,534-54.8%

$74,459-5.6%

Participation rate

75.5%

61.9%+13.6pp

78.2%-2.7pp

67.2%+8.3pp

Annual return

41.69%

269.58%-227.9pp

64.92%-23.2pp

1369.70%-1328.0pp

Employer contribution / active EE

$1,780

$2,266-21.5%

$4,675-61.9%

$2,626-32.2%

Participant deferral / active EE

$3,572

$2,837+25.9%

$5,630-36.6%

$4,350-17.9%

Admin fee / account holder

$184

$1,742-89.5%

$15,900-98.8%

$1,945-90.6%

Provider

Service type

Compensation

WILMINGTON TRUST2 years

Service code 27

1100 N. MARKET STREET · WILMINGTON, DE 19890

Advisory (Plan)

$31,777

NEWPORT GROUP, INC.4 years

Service code 15 · EIN 27-2037969

Recordkeeping

$9,198

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VNA & HOSPICE OF THE SOUTHWEST REGION 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion