Inventure Capital Corporation401(k)
TALA 401(K) PLAN · SANTA MONICA, CA · plan year 2024
Inventure Capital Corporation reported $2,045 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (5,779th of 9,483), and 4,091st of 4,798 in finance & insurance. active participation has shrunk from 180 to 120 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 900703746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.