# Venture Together, INC. DC Plan
Source: https://planprovider.pro/companies/venture-together-inc-plan-001

> Venture Together, INC.'s DC plan: 410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 132661988

- **Sponsor Address:** 25 SMITH ST., NANUET, NY, 10954

- **Plan Type:** DC

- **Total Participants:** 410

- **Total Assets:** $3.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|410|$3.3M|$0|$0|

| 2023|395|$3.3M|$0|$0|

| 2022|413|$3.4M|$0|$0|

## 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|

| EPIC RETIREMENT PLAN SERVICES|NONE|$19,019|—|$19,019|

| MORNINGSTAR INVESTMENT MANAGEMENT|NONE|$6,520|—|$6,520|

| FORVIS MAZARS, LLP.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [FORVIS MAZARS, LLP.](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,539

- **Estimated Expense Ratio:** 0.767% 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|$25,539|$6,520|—|—|—|

| 2023|$26,197|$6,427|—|—|—|

| 2022|$30,362|—|—|—|—|

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