Plan Snapshot
- Plan Sponsor: Ventana Usa
- Sponsor EIN: 251693336
- Sponsor Address: 6001 ENTERPRISE DRIVE, EXPORT, PA, 15632
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $6.7M
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 | 88 | $6.7M | $105,612 | $286,171 |
| 2023 | 102 | $6.0M | $113,480 | $311,841 |
| 2022 | 102 | $4.9M | $114,844 | $322,942 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $13,003 | — | $13,003 |
| DELUZIO & COMPANY, LLP | OTHER | $8,600 | — | $8,600 |
| DUNBAR, BENDER & ZAPF, INC. | CONTRACT ADMIN | $8,204 | — | $8,204 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $7,309 | — | $7,309 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUNBAR, BENDER & ZAPF, INC. — CONTRACT ADMIN
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,116
- Estimated Expense Ratio: 0.552% 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 | $36,605 | $13,003 | $15,002 | $8,600 | — |
| 2023 | $36,994 | $10,799 | $15,995 | $10,200 | — |
| 2022 | $50,607 | — | $50,607 | — | — |