# Ventra Evart LLC 401(k) Plan
Source: https://planprovider.pro/companies/ventra-evart-llc-401k-plan

> Ventra Evart LLC's 401(k) plan: 496 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ventra Evart LLC

- **Sponsor EIN:** 208503438

- **Sponsor Address:** 502 E ANTHONY DRIVE, URBANA, IL, 61802

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

- **Total Participants:** 496

- **Total Assets:** $11.6M

## 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|496|$11.6M|$407,501|$537,625|

| 2023|670|$10.6M|$459,004|$592,365|

| 2022|730|$10.0M|$508,451|$738,167|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$15,496|—|$15,496|

| PNC INSTITUTIONAL ASSET MANAGEMENT|ADVISOR|$8,778|—|$8,778|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,274

- **Estimated Expense Ratio:** 0.210% 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|$27,646|$8,778|$10,116|—|—|

| 2023|$31,457|$8,774|$9,085|—|—|

| 2022|$25,701|$4,389|$19,917|—|$1,395|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ventra-evart-llc-401k-plan)

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