Venture Forthe 401(k) match, vesting and fees
What Venture Forthe'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 | P&A Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Chiampou Travis Besaw &Kershner 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 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Venture Forthe: employer contribution per participant | $1,194 | |
| Peer median | $1,495 |
| Venture Forthe: average balance | $26,593 | |
| Peer median | $34,563 |
| Venture Forthe: admin expenses ÷ assets | 1.02% | |
| Peer median | 0.51% |
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 $4.9M at the end of plan year 2021 to $4.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 817 | $4.9M | $221K | $1,194 | 1.02% | Not published | Form 5500 ↗ |
| 2023 | 767 | $5.1M | $192K | $1,128 | 0.88% | Not published | Form 5500 ↗ |
| 2022 | 705 | $4.2M | $180K | $1,177 | 0.83% | Not published | Form 5500 ↗ |
| 2021 | 576 | $4.9M | $209K | $1,451 | 0.88% | Not published | Form 5500 ↗ |
Common questions
Does Venture Forthe match 401(k) contributions?
The match terms for the Venture Forthe, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $221K in employer contributions, about $1,194 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Venture Forthe 401(k) match vested?
The vesting schedule for the Venture Forthe, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Venture Forthe 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is P&A Retirement Plan Services Inc. The plan administrator is Venture Forthe, Inc..
I left Venture Forthe. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Venture Forthe, Inc., (716) 285-8070) or the recordkeeper, P&A Retirement Plan Services Inc. The Venture Forthe old 401(k) page lists the contacts from every plan filing. Find an old Venture Forthe 401(k)
Data from the public Form 5500 annual reports Venture Forthe 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 Venture Forthe. Not financial advice. Report a correction · Methodology