Plan Snapshot
- Plan Sponsor: Ventra Sandusky, LLC
- Sponsor EIN: 208608744
- Sponsor Address: 502 ANTHONY DRIVE, URBANA, IL, 61802
- Plan Type: 401(k)
- Total Participants: 1,084
- Total Assets: $46.9M
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 | 1,084 | $46.9M | $2.2M | $2.9M |
| 2023 | 1,219 | $42.4M | $2.3M | $2.3M |
| 2022 | 1,683 | $37.7M | $2.9M | $2.7M |
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 | $52,429 | — | $52,429 |
| PNC ASSET MANAGEMENT | ADVISOR | $31,914 | — | $31,914 |
| NEWPORT TRUST COMPANY | TRUSTEE | $13,204 | — | $13,204 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,547
- Estimated Expense Ratio: 0.208% 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 | $97,547 | $32,229 | $30,809 | — | — |
| 2023 | $109,307 | $32,143 | $25,926 | — | — |
| 2022 | $107,152 | $15,957 | $86,078 | — | $5,117 |