Vna Health System 403(b) Plan
Sponsored by Vna Health System · EIN 240833353 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 96
- With balances
- 326
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lincoln Financial Investments Corporation CRD 108881 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $41,202 |
| Proaccount | Recordkeeping, Consulting (pension), Employee (plan) | $24,437 |
| Iron Fiduciary | Investment management, Shareholder servicing fees | $6,680 |
| Nationwide | Investment management, Shareholder servicing fees | $3,486 |
| Nationwide Life Insurance Company | Investment management, Shareholder servicing fees | $1,670 |
| Osaic Fa Inc | Investment management, Shareholder servicing fees | $0 |
| Lincoln Financial Advisors Corp | Investment management, Shareholder servicing fees | $0 |
| Lincoln Financial Advisors Cor | Investment management, Shareholder servicing fees | $0 |
| Osaic Fa Inc | Investment management, Shareholder servicing fees | $0 |
| Lincoln Financial Advisors Corp | Investment management, Shareholder servicing fees | $0 |
| Lincoln Financial Advisors Cor | Investment management, Shareholder servicing fees | $0 |