Plan Ledger DOL Form 5500 · updated monthly

Ventura Transfer Company401(k)

VENTURA TRANSFER COMPANY 401(K)PLAN · LONG BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Ventura Transfer Company reported $55,391 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $5,199 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 3 years on file its reported administrative ratio has held roughly steady near 0.443%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (4,811th of 9,483), and the 992nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has shrunk from 90 to 80 since 2022.

Plan summary
Net assets, end of year$12,808,514
Participants with balances132
Active participants80
Employer contributions$415,954
Employee contributions$546,415
Employer contribution per active participant$5,199
Average account balance$97,034
Benefits paid to participants$1,638,204
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 132 accts · $416K emplr
2023$12.2M · 135 accts · $398K emplr
2022$10.2M · 124 accts · $507K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,755
Investment management$52,636
Total administrative$55,391
The Ventura Transfer Company 401(k) match · 2024
Employer contribution per active participant$5,199
Median for plans this size$2,416
2024$5,199 per active participant
2023$4,239 per active participant
2022$5,637 per active participant

Ventura Transfer Company's 2024 employer contribution ran above the $2,416 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 · 20244
SAGEVIEW ADVISORY GROUP · Investment advisory (plan)$30,237
EMPOWER ADVISORY GROUP · Investment management$4,286
TRUOG-RYDING COMPANY, INC. · Contract administrator$1,225

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

Administrative cost history3
2024$55,391 · 0.44%
2023$48,045 · 0.43%
2022$49,053 · 0.44%
Similar plansTransportation & Warehousing · California
Roadone West, Inc. CA$13.0M · 0.73%
Kkw Trucking, Inc. CA$12.9M · 0.62%
Binex CA$12.9M · 0.44%
Morrison Express Corp.Usa CA$12.4M · 0.26%
Custom Goods, LLC CA$11.6M · 0.85%
Dc Logistics, LLC CA$11.6M · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951332580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.