# Venturi Supply, LLC 401(k) Plan
Source: https://planprovider.pro/companies/venturi-supply-llc-883265391-001

> Venturi Supply, LLC's 401(k) plan: 1,480 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Venturi Supply, LLC

- **Sponsor EIN:** 883265391

- **Sponsor Address:** 405 S JIM WRIGHT FWY STE 101, WHITE SETTLEMENT, TX, 76108

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

- **Plan Number:** 001

- **Total Participants:** 1,480

- **Total Assets:** $46.9M

## 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.|

| 2025|1,480|$46.9M|$0|$0|

| 2024|313|$12.3M|$1.2M|$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|

| THE ASCENT GROUP LLC|Investment Advisor|$51,411|—|$51,411|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$47,073|—|$47,073|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$42,878|—|$42,878|

| PENSION ASSURANCE LLP|Auditor|$13,500|—|$13,500|

| PATTISON PENSION SPECIALISTS, INC.|Other Service Provider|$5,026|—|$5,026|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $159,888

- **Estimated Expense Ratio:** 0.341% 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|

| 2025|$6,532,123|$98,484|$5,026|$13,500|—|

| 2024|$2,003,809|—|—|—|—|

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