# Venable LLP 401(k) Plan
Source: https://planprovider.pro/companies/venable-llp-401k-plan-003

> Venable LLP's 401(k) plan: 1,670 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Venable LLP

- **Sponsor EIN:** 520517250

- **Sponsor Address:** 750 E. PRATT ST., SUITE 900, BALTIMORE, MD, 21202

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

- **Total Participants:** 1,670

- **Total Assets:** $765.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,670|$765.8M|$21.7M|$27.1M|

| 2023|1,629|$629.2M|$19.8M|$15.2M|

| 2022|881|$339.0M|$8.9M|$13.2M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$222,670|—|$222,670|

| ROCATON INVESTMENT ADVISORS LLC|NONE|$71,545|—|$71,545|

| STOUT CAUSEY & HORNING PA|NONE|$50,300|—|$50,300|

| FIDUCIENT ADVISORS LLC|NONE|$18,750|—|$18,750|

| HUDSON PORTFOLIO MANAGEMENT LL|NONE|$17,149|—|$17,149|

| BRIDGEWATER ADVISORS INC|NONE|$13,549|—|$13,549|

| THOMA CAPITAL MANAGEMENT LLC|NONE|$6,338|—|$6,338|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [STOUT CAUSEY & HORNING PA](https://planprovider.pro/provider/scandh-attest-services-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $400,301

- **Estimated Expense Ratio:** 0.052% 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|$411,910|$180,377|—|$50,300|—|

| 2023|$269,255|$146,692|$29,400|—|—|

| 2022|$255,539|$127,537|—|—|$27,400|

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