# Venture Mechanical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/venture-mechanical-inc-401k-plan

> Venture Mechanical, INC.'s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Venture Mechanical, INC.

- **Sponsor EIN:** 751466233

- **Sponsor Address:** 1644 WEST CROSBY ROAD, CARROLLTON, TX, 75006

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

- **Total Participants:** 138

- **Total Assets:** $24.7M

## 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|138|$24.7M|$904,668|$1.1M|

| 2023|127|$21.3M|$868,943|$968,579|

| 2022|160|$17.3M|$773,518|$849,135|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$88,975|—|$88,975|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|—|$49,467|$49,467|

| NOVA 401 (K) ASSOCIATES|OTHER SERVICES|—|$10,104|$10,104|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $148,546

- **Estimated Expense Ratio:** 0.601% 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|$88,976|—|$88,976|—|—|

| 2023|$87,178|—|$87,178|—|—|

| 2022|$80,096|—|$80,096|—|—|

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