Plan Ledger DOL Form 5500 · updated monthly

Ventura Foods, LLC401(k)

VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN · BREA, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Ventura Foods, LLC reported $233,823 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $8,521 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 0.11% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 367th-largest of 9,483 plans among California employers on file, and the 768th of 13,661 in manufacturing. In 2024, the employer put in $1.61 for every $1.00 employees contributed themselves; active participation has grown from 2,179 to 2,463 since 2022.

Plan summary
Net assets, end of year$344,465,105
Participants with balances3,641
Active participants2,463
Employer contributions$20,986,881
Employee contributions$13,038,736
Employer contribution per active participant$8,521
Average account balance$94,607
Benefits paid to participants$36,288,077
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$344.5M · 3,641 accts · $21.0M emplr
2023$301.1M · 2,829 accts · $16.4M emplr
2022$257.2M · 2,949 accts · $12.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,827
Investment management$104,996
Audit (IQPA)$14,000
Total administrative$233,823
The Ventura Foods, LLC 401(k) match · 2024
Employer contribution per active participant$8,521
Median for plans this size$4,294
2024$8,521 per active participant
2023$6,668 per active participant
2022$5,754 per active participant

Ventura Foods, LLC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$114,827
GALLAGHER BENEFIT SERVICES · Consulting · Insurance services$104,996
MILLER KAPLAN ARASE · Accounting / audit$14,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
MID ATLANTIC CAPITAL CORPORATION · Securities brokerageindirect comp

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

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Administrative cost history3
2024$233,823 · 0.07%
2023$206,745 · 0.07%
2022$319,683 · 0.11%
All plans at this employer2
VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN401(k)
VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN FOR PRODUCTION EMPLOYEES401(k)
Similar plansManufacturing · California
Logitech Inc. CA$360.1M · 0.07%
Infinera Corporation CA$359.9M · 0.06%
Topgolf Callaway Brands Corp CA$357.4M · 0.12%
Haas Automation, Inc. CA$356.1M · 0.02%
Sutter Home Winery, Inc. CA$341.4M · 0.02%
Taylor Fresh Foods, Inc. CA$332.5M · 0.26%
Ortho Clinical Diagnostics CA$329.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954589254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.