Plan Ledger DOL Form 5500 · updated monthly

Venerable Holdings, Inc.401(k)

VENERABLE 401K SAVINGS PLAN · WEST CHESTER, PA · plan year 2025

Reported admin expense ratio · 2025
0.01%

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

Venerable Holdings, Inc. reported $8,224 in plan administrative expenses for 2025: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,888 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 3 years on file its reported administrative ratio rose from 0.007% to 0.008%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 426th-largest of 3,651 plans among Pennsylvania employers on file, and the 891st of 4,798 in finance & insurance. In 2025, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 388 to 497 since 2022.

Plan summary
Net assets, end of year$116,725,037
Participants with balances503
Active participants497
Employer contributions$6,902,230
Employee contributions$6,861,772
Employer contribution per active participant$13,888
Average account balance$232,058
Benefits paid to participants$2,219,819
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$116.7M · 503 accts · $6.9M emplr
2024$87.7M · 500 accts · $6.4M emplr
2023$65.3M · 480 accts · $5.7M emplr
2022$45.7M · 440 accts · $4.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,700
Investment management$2,749
Total administrative$8,224
The Venerable Holdings, Inc. 401(k) match · 2025
Employer contribution per active participant$13,888
Median for plans this size$4,093
2025$13,888 per active participant
2024$14,644 per active participant
2023$13,265 per active participant
2022$12,208 per active participant

Venerable Holdings, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (plan)$5,475
MORNINGSTAR · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$8,224 · 0.01%
2024$3,950 · 0.01%
2023$4,400 · 0.01%
2022$3,000 · 0.01%
Similar plansFinance & Insurance · Pennsylvania
Bdp International, Inc. PA$125.9M · 0.25%
Westguard Insurance Company PA$112.0M · 0.09%
Emoney Advisor, LLC PA$100.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824345930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.