Plan Snapshot
- Plan Sponsor: Ventura Transfer Company
- Sponsor EIN: 951332580
- Sponsor Address: 2418 EAST 223RD STREET, LONG BEACH, CA, 908101617
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $12.8M
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 | 80 | $12.8M | $415,954 | $546,415 |
| 2023 | 94 | $12.2M | $398,452 | $545,465 |
| 2022 | 90 | $10.2M | $507,303 | $423,648 |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $30,237 | — | $30,237 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $20,242 | — | $20,242 |
| TRUOG-RYDING COMPANY, INC. | Other Service Provider | $1,225 | $10,000 | $11,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,704
- Estimated Expense Ratio: 0.482% 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 | $55,391 | $52,636 | $2,755 | — | — |
| 2023 | $48,045 | $44,815 | $3,230 | — | — |
| 2022 | $49,053 | $47,428 | $1,625 | — | — |