Venterra Realty 401(k) match, vesting and fees
What Venterra Realty's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Jeffrey L. Offhaus Cpa, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 228 defined-contribution plans in real estate and rental and leasing with 500 to 999 participants.
| Venterra Realty: employer contribution per participant | $778 | |
| Peer median | $1,449 |
| Venterra Realty: average balance | $24,487 | |
| Peer median | $44,821 |
| Venterra Realty: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.9M at the end of plan year 2021 to $12.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,028 | $12.6M | $400K | $778 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 945 | $9.7M | $346K | $704 | 1.11% | Not published | Form 5500 ↗ |
| 2022 | 897 | $7.6M | $315K | $623 | 1.13% | Not published | Form 5500 ↗ |
| 2021 | 803 | $7.9M | $270K | $532 | 1.16% | Not published | Form 5500 ↗ |
Common questions
Does Venterra Realty match 401(k) contributions?
The match terms for the Venterra Realty Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $400K in employer contributions, about $778 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Venterra Realty 401(k) match vested?
The vesting schedule for the Venterra Realty Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Venterra Realty 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins Co. The plan administrator is Venterra Realty Inc..
I left Venterra Realty. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Venterra Realty Inc., (289) 809-5986) or the recordkeeper, Transamerica Financial Life Ins Co. The Venterra Realty old 401(k) page lists the contacts from every plan filing. Find an old Venterra Realty 401(k)
Data from the public Form 5500 annual reports Venterra Realty filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Venterra Realty. Not financial advice. Report a correction · Methodology