Plan Snapshot
- Plan Sponsor: Ventahood, Ltd
- Sponsor EIN: 752399861
- Sponsor Address: 1000 N GREENVILLE AVE, RICHARDSON, TX, 75081
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $10.0M
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 | 110 | $10.0M | $259,631 | $427,880 |
| 2023 | 113 | $8.7M | $230,745 | $449,227 |
| 2022 | 116 | $7.2M | $251,570 | $439,637 |
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 |
|---|---|---|---|---|
| TURNER, STONE & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER, STONE & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $611 | $136 | — | — | — |
| 2023 | $1,069 | $169 | — | — | — |
| 2022 | $661 | $286 | — | — | — |