# Venerable Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/venerable-holdings-inc-401k-plan

> Venerable Holdings, INC.'s 401(k) plan: 434 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Venerable Holdings, INC.

- **Sponsor EIN:** 824345930

- **Sponsor Address:** 1475 DUNWOODY DRIVE, WEST CHESTER, PA, 19380

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

- **Total Participants:** 434

- **Total Assets:** $87.7M

## 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|434|$87.7M|$6.4M|$6.2M|

| 2023|431|$65.3M|$5.7M|$5.7M|

| 2022|388|$45.7M|$4.7M|$4.9M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$3,950|$39,498|$43,448|

| MORNINGSTAR|SERVICE PROVIDER|—|$39,497|$39,497|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,945

- **Estimated Expense Ratio:** 0.095% 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|$3,950|—|$3,400|—|—|

| 2023|$4,400|—|$3,700|—|—|

| 2022|$3,000|—|—|—|—|

## Similar Plans

- [Resolution Life Services Us INC.](https://planprovider.pro/companies/resolution-life-services-us-inc-401k-plan) — 517 participants

- [United Claim Solutions, LLC](https://planprovider.pro/companies/united-claim-solutions-llc-401k-plan) — 528 participants

- [Pennsylvania National Mutual Casualty Insurance Company](https://planprovider.pro/companies/pennsylvania-national-mutual-casualty-insurance-company-401k-plan) — 801 participants

- [Westguard Insurance Company](https://planprovider.pro/companies/westguard-insurance-company-401k-plan) — 1,456 participants

- [United States Liability Insurance Company](https://planprovider.pro/companies/united-states-liability-insurance-company-plan-001) — 1,493 participants

- [United States Liability Insurance Company](https://planprovider.pro/companies/united-states-liability-insurance-company-plan-002) — 1,493 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/venerable-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro