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

> Ventra Ionia LLC's 401(k) plan: 981 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ventra Ionia LLC

- **Sponsor EIN:** 270385504

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

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

- **Total Participants:** 981

- **Total Assets:** $28.2M

## 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|981|$28.2M|$1.1M|$1.3M|

| 2023|953|$24.3M|$936,421|$1.4M|

| 2022|915|$21.6M|$798,286|$1.4M|

## 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|$35,225|—|$35,225|

| PNC INSTITUTIONAL ASSET MANAGEMENT|ADVISOR|$19,541|—|$19,541|

| NEWPORT TRUST COMPANY|TRUSTEE|$7,771|—|$7,771|

| 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:** $62,537

- **Estimated Expense Ratio:** 0.222% 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|$62,537|$19,541|$23,313|—|—|

| 2023|$58,077|$19,453|$19,899|—|—|

| 2022|$66,728|$9,359|$54,353|—|$3,016|

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