Plan Ledger DOL Form 5500 · updated monthly

Ventahood, LTD401(k)

VENTAHOOD, LTD RETIREMENT 401(K) PLAN & TRUST · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Ventahood, LTD reported $611 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,360 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 fell from 0.008% to 0.007%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,072nd of 5,688), and 8,791st of 13,661 in manufacturing. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,964,990
Participants with balances130
Active participants110
Employer contributions$259,631
Employee contributions$427,880
Employer contribution per active participant$2,360
Average account balance$76,654
Benefits paid to participants$1,065,742
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 130 accts · $260K emplr
2023$8.7M · 131 accts · $231K emplr
2022$7.2M · 138 accts · $252K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$475
Investment management$136
Total administrative$611
The Ventahood, LTD 401(k) match · 2024
Employer contribution per active participant$2,360
Median for plans this size$1,313
2024$2,360 per active participant
2023$2,042 per active participant
2022$2,169 per active participant

Ventahood, LTD's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$475

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$611 · 0.01%
2023$1,069 · 0.01%
2022$661 · 0.01%
Same employer
Similar plansManufacturing · Texas
Polytronix, Inc TX$10.1M · 0.00%
Kompan, Inc. TX$10.1M · 0.01%
Epac Holdings, LLC TX$9.9M · 0.36%
Jmk International Inc. TX$9.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752399861 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.