# Sky Venture Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sky-venture-management-llc-401k-plan

> Sky Venture Management, LLC's 401(k) plan: 617 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sky Venture Management, LLC

- **Sponsor EIN:** 200212902

- **Sponsor Address:** 13265 US-183, AUSTIN, TX, 78750

- **Plan Type:** 401(k)

- **Total Participants:** 617

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|617|$13.1M|$966,703|$1.7M|

| 2023|663|$10.2M|$924,662|$1.5M|

| 2022|559|$7.4M|$848,627|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$63,551|—|$63,551|

| BURNHAM GIBSON WEALTH ADVISORS, INC|INVESTMENT ADVISORY|—|$45,623|$45,623|

| ORENDA RETIREMENT, LLC|OTHER SERVICES|$16,956|$5,745|$22,701|

| BAUER & COMPANY, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $131,875

- **Estimated Expense Ratio:** 1.009% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$80,492|$6,336|$74,156|—|—|

| 2023|$81,906|—|$81,906|—|—|

| 2022|$60,419|—|$55,366|—|$5,053|

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