# Truventure LLC 401(k) Plan
Source: https://planprovider.pro/companies/truventure-llc-201163257-001

> Truventure LLC's 401(k) plan: 227 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Truventure LLC

- **Sponsor EIN:** 201163257

- **Sponsor Address:** 13280 EVENING CREEK DRIVE S, SAN DIEGO, CA, 92128

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

- **Plan Number:** 001

- **Total Participants:** 227

- **Total Assets:** $1.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2025|227|$1.8M|$0|$0|

| 2024|138|$809,355|$136,975|$481,220|

| 2023|97|$172,028|$0|$159,101|

## 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|

| THE VANGUARD GROUP, INC.|Other Service Provider|$14,198|—|$14,198|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,198

- **Estimated Expense Ratio:** 0.805% 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|

| 2025|$98,012|—|$14,018|—|—|

| 2024|$31,375|—|—|—|—|

| 2023|$11|—|—|—|—|

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