Plan Ledger DOL Form 5500 · updated monthly

Ventois Inc401(k)

VENTOIS INC 401(K) PROFIT SHARING PLAN · SHREWSBURY, MA · plan year 2024

Reported admin expense ratio · 2024
0.74%

Ventois Inc reported $27,444 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. 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 0.78% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Massachusetts (2,407th of 2,726), and 1,969th of 2,199 in information & media.

Plan summary
Net assets, end of year$3,956,402
Participants with balances271
Active participants144
Employer contributions—
Employee contributions$491,960
Employer contribution per active participant—
Average account balance$14,599
Benefits paid to participants$231,441
Plan auditUnmodified (clean) audit opinion
AuditorANSEL & ASSOCIATES, CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 271 accts
2023$3.5M · 292 accts
2022$2.6M · 312 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,729
Investment management$18,715
Total administrative$27,444
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
LPL FINANCIAL CORPORATION RPCP · Recordkeeping · Trustee$18,715
ADP, INC. · Loan processing · Recordkeeping$8,729

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

Recordkeeper by year2
2024ADP, LPL Financial
2023ADP, LPL Financial

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Administrative cost history3
2024$27,444 · 0.74%
2023$22,399 · 0.74%
2022$20,752 · 0.78%
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Source: U.S. Department of Labor, Form 5500 series, EIN 455486340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.