Plan Ledger DOL Form 5500 · updated monthly

Venture Data, LLC401(k)

VENTURE DATA, LLC 401(K) PLAN · OREM, UT · plan year 2022

Reported admin expense ratio · 2022
1.51%

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

Venture Data, LLC reported $40,529 in plan administrative expenses for 2022: 1.51% of average plan assets, higher than ~90% of peers. Employer contributions averaged $433 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Utah (720th of 848), and 10,685th of 11,654 in professional & technical services. In 2022, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,564,352
Participants with balances45
Active participants215
Employer contributions$92,995
Employee contributions$171,288
Employer contribution per active participant$433
Average account balance$56,986
Benefits paid to participants$9,928
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT & STEWART, CPA'S
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,578
Investment management$24,951
Total administrative$40,529
The Venture Data, LLC 401(k) match · 2022
Employer contribution per active participant$433
Median for plans this size$1,114

Venture Data, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$40,529 · 1.51%
Similar plansProfessional & Technical Services · Utah
Advice Media, LLC UT$2.7M · 0.64%
Jane Marketplace, LLC UT$2.6M · 1.87%
Lowe Law Group UT$1.7M · 0.62%
Ishr, LLC UT$1.5M · 1.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870524286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.