Plan Snapshot
- Plan Sponsor: U.S. Venture, INC.
- Sponsor EIN: 390964014
- Sponsor Address: 425 BETTER WAY, APPLETON, WI, 54915
- Plan Type: 401(k)
- Total Participants: 4,910
- Total Assets: $398.9M
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. |
|---|---|---|---|---|
| 2024 | 4,910 | $398.9M | $21.6M | $30.8M |
| 2023 | 4,650 | $348.2M | $19.4M | $27.7M |
| 2022 | 3,793 | $281.4M | $11.4M | $17.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLENLLP | Auditor | $76,178 | — | $76,178 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLENLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,178
- Estimated Expense Ratio: 0.019% 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 | $562,639 | $133,739 | — | $76,178 | — |
| 2023 | $450,288 | $28,807 | — | $32,643 | — |
| 2022 | $306,413 | $103,381 | — | — | $4,175 |