Plan Ledger DOL Form 5500 · updated monthly

Ventana USA401(k)

VENTANA USA 401(K) PLAN · EXPORT, PA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Ventana USA reported $36,605 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,200 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 0.92% to 0.58%. 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 Pennsylvania (2,665th of 3,651), and 10,315th of 13,661 in manufacturing. In 2024, employees put in $2.71 for every $1.00 the employer contributed; active participation has shrunk from 102 to 88 since 2022.

Plan summary
Net assets, end of year$6,726,844
Participants with balances109
Active participants88
Employer contributions$105,612
Employee contributions$286,171
Employer contribution per active participant$1,200
Average account balance$61,714
Benefits paid to participants$380,196
Plan auditUnmodified (clean) audit opinion
AuditorDELUZIO & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 109 accts · $106K emplr
2023$6.0M · 108 accts · $113K emplr
2022$4.9M · 112 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,002
Investment management$13,003
Audit (IQPA)$8,600
Total administrative$36,605
The Ventana USA 401(k) match · 2024
Employer contribution per active participant$1,200
Median for plans this size$1,313
2024$1,200 per active participant
2023$1,113 per active participant
2022$1,126 per active participant

Ventana USA's 2024 employer contribution ran below the $1,313 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 · 20245
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$13,003
DELUZIO & COMPANY, LLP · Accounting / audit$8,600
DUNBAR, BENDER & ZAPF, INC. · Contract administrator$8,204
EMPOWER ADVISORY GROUP, LLC · Investment management$114

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$36,605 · 0.58%
2023$36,994 · 0.68%
2022$50,607 · 0.92%
Similar plansManufacturing · Pennsylvania
Pap Technologies, Inc. PA$6.9M · 0.49%
Kreider Dairy Farms, Inc. PA$6.8M · 0.80%
Team Ten, LLC PA$6.7M · 0.47%
Total Rental Inc. PA$6.7M · 0.70%
Premier Outdoor Living PA$6.5M · 0.71%
Shanks Extracts, LLC PA$6.5M · 0.73%
Eagle Printing Company PA$6.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251693336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.