Plan Ledger DOL Form 5500 · updated monthly

Ventura Coastal, LLC.401(k)

VENTURA COASTAL, LLC. 401(K) SAVINGS PLAN · VENTURA, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Ventura Coastal, LLC. reported $71,827 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,475 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 0.68% to 0.43%. 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 4,002nd-largest of 9,483 plans among California employers on file, and the 6,498th of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,327,196
Participants with balances200
Active participants229
Employer contributions$566,720
Employee contributions$1,023,587
Employer contribution per active participant$2,475
Average account balance$86,636
Benefits paid to participants$2,699,100
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 200 accts · $567K emplr
2023$16.5M · 213 accts · $523K emplr
2022$15.8M · 189 accts · $452K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,368
Investment management$40,459
Total administrative$71,827
The Ventura Coastal, LLC. 401(k) match · 2024
Employer contribution per active participant$2,475
Median for plans this size$2,416
2024$2,475 per active participant
2023$2,456 per active participant
2022$2,064 per active participant

Ventura Coastal, LLC.'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 · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$40,459

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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

Administrative cost history3
2024$71,827 · 0.43%
2023$64,703 · 0.40%
2022$121,223 · 0.68%
All plans at this employer2
VENTURA COASTAL, LLC RETIREMENT SAVINGS PLAN FOR HOURLY EE401(k)
VENTURA COASTAL, LLC. 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · California
Voltage Multipliers, Inc. CA$17.4M · 0.04%
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Vertos Medical, Inc. CA$17.3M · 0.16%
Exaktime Innovations, Inc. CA$17.3M · 0.73%
Brek Manufacturing Co. CA$17.2M · 0.07%
Abl Space Systems Company CA$17.1M · 0.04%
VELO3D, Inc. CA$17.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800776276 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.