Plan Ledger DOL Form 5500 · updated monthly

Ventra Sandusky, LLC401(k)

VENTRA SANDUSKY UNION #1216 401(K) PLAN · URBANA, IL · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Ventra Sandusky, LLC reported $97,547 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,024 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 0.27% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 969th-largest of 3,702 plans among Illinois employers on file, and the 3,301st of 13,661 in manufacturing. In 2024, employees put in $1.30 for every $1.00 the employer contributed; active participation has shrunk from 1,683 to 1,084 since 2022.

Plan summary
Net assets, end of year$46,926,438
Participants with balances1,961
Active participants1,084
Employer contributions$2,194,239
Employee contributions$2,861,323
Employer contribution per active participant$2,024
Average account balance$23,930
Benefits paid to participants$5,811,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.9M · 1,961 accts · $2.2M emplr
2023$42.4M · 2,280 accts · $2.3M emplr
2022$37.7M · 2,589 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,114
Investment management$32,229
Trustee / custodial$13,204
Total administrative$97,547
The Ventra Sandusky, LLC 401(k) match · 2024
Employer contribution per active participant$2,024
Median for plans this size$2,416
2024$2,024 per active participant
2023$1,898 per active participant
2022$1,713 per active participant

Ventra Sandusky, LLC's 2024 employer contribution ran below 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 · 20243
NEWPORT GROUP, INC. · Recordkeeping · Investment advisory (plan)$52,429
PNC ASSET MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$31,914
NEWPORT TRUST COMPANY · Trustee · Trustee (discretionary)$13,204

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$97,547 · 0.22%
2023$109,307 · 0.27%
2022$107,152 · 0.27%
Similar plansManufacturing · Illinois
Suncast Corporation IL$47.5M · 0.25%
Miniat Holdings LLC IL$47.5M · 0.18%
Bodine Electric Company IL$47.1M · 0.01%
Red Bud Industries, Inc. IL$46.7M · 0.24%
Thybar Corporation IL$46.4M · 0.01%
Martin Engineering Company IL$45.5M · 0.22%
Tuthill Corporation IL$45.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208608744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.