# Venables Bell & Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/venables-bell-partners-llc-401k-plan

> Venables Bell & Partners LLC's 401(k) plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Venables Bell & Partners LLC

- **Sponsor EIN:** 680475041

- **Sponsor Address:** 201 POST STREET, SUITE 500, SAN FRANCISCO, CA, 94108

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

- **Total Participants:** 45

- **Total Assets:** $22.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|45|$22.5M|$0|$466,783|

| 2023|53|$20.9M|$0|$675,797|

| 2022|108|$19.0M|$0|$909,017|

## 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|

| KARP CAPITAL MANAGEMENT|INVESTMENT ADVISOR|$54,751|—|$54,751|

| WITHUMSMITH&BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WITHUMSMITH&BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,751

- **Estimated Expense Ratio:** 0.243% 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|$125,208|$54,751|$40,626|—|—|

| 2023|$106,084|$49,745|$35,276|—|—|

| 2022|$108,044|$47,778|$39,573|—|$20,693|

## Similar Plans

- [Socialcom, INC. D/B/A Audiencex](https://planprovider.pro/companies/socialcom-inc-d-b-a-audiencex-plan) — 42 participants

- [Faze Media, INC.](https://planprovider.pro/companies/faze-media-inc-401k-plan) — 40 participants

- [Faze Clan INC](https://planprovider.pro/companies/faze-clan-inc-401k-plan) — 51 participants

- [Butler, Shine, Stern & Partners, LLC](https://planprovider.pro/companies/butler-shine-stern-partners-llc-401k-plan) — 33 participants

- [Marin Software Incorporated Dba Marin Software](https://planprovider.pro/companies/marin-software-incorporated-dba-marin-software-401k-plan) — 59 participants

- [Common Thread Collective, LLC](https://planprovider.pro/companies/common-thread-collective-llc-401k-plan) — 60 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/venables-bell-partners-llc-401k-plan)

© 2026 PlanProvider.Pro