Plan Ledger DOL Form 5500 · updated monthly

Venbrook Group, LLC401(k)

VENBROOK GROUP 401(K) PLAN · WOODLAND HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Venbrook Group, LLC reported $51,053 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,245 per active participant. 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 rose from 0.14% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,293rd-largest of 9,483 plans among California employers on file, and the 2,114th of 4,798 in finance & insurance. In 2024, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,540,756
Participants with balances366
Active participants361
Employer contributions$810,506
Employee contributions$2,589,072
Employer contribution per active participant$2,245
Average account balance$99,838
Benefits paid to participants$4,826,761
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.5M · 366 accts · $811K emplr
2023$33.7M · 357 accts · $825K emplr
2022$29.3M · 369 accts · $745K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,501
Investment management$43,552
Total administrative$51,053
The Venbrook Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,245
Median for plans this size$2,416
2024$2,245 per active participant
2023$2,280 per active participant
2022$2,003 per active participant

Venbrook Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$40,088
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,501

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$51,053 · 0.15%
2023$52,080 · 0.17%
2022$32,364 · 0.14%
Same employer
Similar plansFinance & Insurance · California
Spoton Technologies, Inc. CA$37.3M · 0.51%
Collectivehealth, Inc CA$37.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205817496 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.