Plan Ledger DOL Form 5500 · updated monthly

Venture Workforce SolutionsProfit-sharing plan

VENTURE WORKFORCE SOLUTIONS RETIREMENT SAVINGS PLAN · LARKSPUR, CA · plan year 2022

Reported admin expense ratio · 2022
0.91%

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

Venture Workforce Solutions reported $8,115 in plan administrative expenses for 2022: 0.91% of average plan assets, above the peer median. Employer contributions averaged $2,237 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (8,686th of 9,483), and 4,706th of 4,798 in finance & insurance. In 2022, employees put in $2.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,245,075
Participants with balances62
Active participants91
Employer contributions$203,591
Employee contributions$609,111
Employer contribution per active participant$2,237
Average account balance$20,082
Benefits paid to participants$76,238
Plan auditUnmodified (clean) audit opinion
AuditorSOMERSET CPAS, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,824
Investment management$291
Total administrative$8,115
Employer contributions to the Venture Workforce Solutions plan · 2022
Employer contribution per active participant$2,237
Median for plans this size$331

Venture Workforce Solutions's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,115 · 0.91%
Same employer
Similar plansFinance & Insurance · California
Maverick Bankcard Inc CA$1.5M · 0.12%
Universal Card, Inc CA$1.4M · 0.42%
Super Home Inc. CA$1.1M · 0.26%
Surecompanies Inc. CA$1.1M · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832574194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.