Plan Snapshot
- Plan Sponsor: Venture Forthe, INC.
- Sponsor EIN: 161538504
- Sponsor Address: 3900 PACKARD ROAD, NIAGARA FALLS, NY, 14303
- Plan Type: 401(k)
- Total Participants: 724
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 724 | $4.9M | $220,921 | $442,655 |
| 2023 | 682 | $5.1M | $191,694 | $395,928 |
| 2022 | 667 | $4.2M | $180,035 | $343,882 |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW &KERSHNER LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $51,040 | $27,002 | $2,376 | — | — |
| 2023 | $41,071 | $21,257 | $7,167 | — | — |
| 2022 | $37,989 | — | $37,989 | — | — |