# Venterra Realty INC. 401(k) Plan
Source: https://planprovider.pro/companies/venterra-realty-inc-401k-plan

> Venterra Realty INC.'s 401(k) plan: 739 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Venterra Realty INC.

- **Sponsor EIN:** 522351470

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

- **Total Participants:** 739

- **Total Assets:** $12.6M

## 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|739|$12.6M|$399,734|$1.3M|

| 2023|660|$9.7M|$346,271|$1.0M|

| 2022|601|$7.6M|$314,794|$973,104|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$36,145|—|$36,145|

| MERRILL LYNCH LIFE AGENCY, INC.|ADVISOR|$23,343|—|$23,343|

| JEFFREY L. OFFHAUS CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY, INC.](https://planprovider.pro/provider/merrill-lynch) — ADVISOR

- [JEFFREY L. OFFHAUS CPA, LLC](https://planprovider.pro/provider/jeffrey-l-offhaus-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,488

- **Estimated Expense Ratio:** 0.473% 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|$59,488|$23,343|—|—|—|

| 2023|$95,886|$24,055|—|—|—|

| 2022|$87,201|$21,075|$66,126|—|—|

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- [Bgis Global Integrated Solutions Us, LLC](https://planprovider.pro/companies/bgis-global-integrated-solutions-us-llc-401k-plan) — 957 participants

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

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