Plan Snapshot
- Plan Sponsor: Venturedyne Ltd
- Sponsor EIN: 391568252
- Sponsor Address: 600 COLLEGE AVE, PEWAUKEE, WI, 530723572
- Plan Type: DC
- Total Participants: 402
- Total Assets: $27.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 402 | $27.8M | $0 | $1.0M |
| 2023 | 375 | $27.5M | $0 | $1.1M |
| 2022 | 414 | $25.7M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| SMITH & HOWARD | 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 | $2,700 | — | — | — | — |
| 2023 | $3,060 | — | — | — | — |
| 2022 | $3,381 | — | — | — | — |