Plan Ledger DOL Form 5500 · updated monthly

Ventera Corporation401(k)

VENTERA CORPORATION 401(K) PLAN · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Ventera Corporation reported $149,898 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,800 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 0.30% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 519th-largest of 2,266 plans among Virginia employers on file, and the 2,903rd of 11,654 in professional & technical services. In 2024, employees put in $4.45 for every $1.00 the employer contributed; active participation has grown from 199 to 291 since 2022.

Plan summary
Net assets, end of year$46,989,178
Participants with balances301
Active participants291
Employer contributions$814,706
Employee contributions$3,624,253
Employer contribution per active participant$2,800
Average account balance$156,110
Benefits paid to participants$5,529,732
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$47.0M · 301 accts · $815K emplr
2023$41.2M · 288 accts · $790K emplr
2022$33.2M · 252 accts · $565K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,694
Investment management$84,729
Audit (IQPA)$20,475
Total administrative$149,898
The Ventera Corporation 401(k) match · 2024
Employer contribution per active participant$2,800
Median for plans this size$2,416
2024$2,800 per active participant
2023$3,096 per active participant
2022$2,842 per active participant

Ventera Corporation's 2024 employer contribution ran above 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 · 20244
MMA SECURITIES · Investment advisory (plan)$84,729
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$44,694
BAKER TILLY VIRCHOW KRAUSE, LLP · Accounting / audit$12,285
BAKER TILLY US, LLP · Accounting / audit$8,190

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

Administrative cost history4
2025Not separately reported
2024$149,898 · 0.34%
2023$127,605 · 0.34%
2022$105,796 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Virginia
Excella, Inc. VA$47.3M · 0.32%
Attain Consulting Group LLC VA$45.4M · 0.35%
Nextpoint Group, LLC VA$45.2M · 0.09%
System High Corporation VA$44.8M · 0.44%
Applied Insight, LLC VA$44.6M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541779279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.