# Ventana Usa 401(k) Plan
Source: https://planprovider.pro/companies/ventana-usa-401k-plan

> Ventana Usa's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/john-hancock) — 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|—|—|

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