Plan Snapshot
- Plan Sponsor: Venture General Contracting, LLC
- Sponsor EIN: 273702648
- Sponsor Address: 1518 1ST AVE. S, SUITE 400, SEATTLE, WA, 98134
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $15.5M
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 | 91 | $15.5M | $412,691 | $1.2M |
| 2023 | 118 | $13.6M | $511,235 | $1.4M |
| 2022 | 121 | $10.4M | $483,450 | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $35,633 | — | $34,463 | — | — |
| 2023 | $24,615 | — | — | — | — |
| 2022 | $23,379 | — | — | — | $21,549 |