Plan Ledger DOL Form 5500 · updated monthly

Venterra Realty Inc.401(k)

VENTERRA REALTY INC. 401(K) PLAN · · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Venterra Realty Inc. reported $59,488 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $541 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 1.13% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 957th of 2,096 in real estate & leasing. In 2024, employees put in $3.25 for every $1.00 the employer contributed; active participation has grown from 601 to 739 since 2022.

Plan summary
Net assets, end of year$12,586,544
Participants with balances514
Active participants739
Employer contributions$399,734
Employee contributions$1,299,133
Employer contribution per active participant$541
Average account balance$24,487
Benefits paid to participants$646,115
Plan auditUnmodified (clean) audit opinion
AuditorJEFFREY L. OFFHAUS CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 514 accts · $400K emplr
2023$9.7M · 492 accts · $346K emplr
2022$7.6M · 505 accts · $315K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,145
Investment management$23,343
Total administrative$59,488
The Venterra Realty Inc. 401(k) match · 2024
Employer contribution per active participant$541
Median for plans this size$2,416
2024$541 per active participant
2023$525 per active participant
2022$524 per active participant

Venterra Realty Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
TRANSAMERICA FINANCIAL LIFE INS CO · Recordkeeping · Loan processing$36,145
MERRILL LYNCH LIFE AGENCY, INC. · Consulting · Insurance services$23,343

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,488 · 0.53%
2023$95,886 · 1.11%
2022$87,201 · 1.13%
Same employer
Similar plansReal Estate & Leasing
Grace Hill, LLC SC$12.6M · 0.06%
Pacifica Hotel Company CA$12.6M · 0.82%
Nantucket Island Management MA$12.6M · 0.42%
The Oliver Carr Company DC$12.6M · 0.27%
A & a Safety, Inc. OH$12.6M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522351470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.