How big is Ventana Capital, Inc.'s plan?

Ventana Capital, Inc.'s plan reported $364K in assets and 9 participants for 2024.

Original filing (PDF)20250711083619NAL0004561251001

Ventana Capital, Inc.

Name: Ventana Capital, Inc. — Ventana Capital, Inc. 401(k), Form 5500 (2024)
Creator: Ventana Capital, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ventana Capital, Inc. 401(k) Plan

401(k) retirement plan · Ventana Capital, Inc.'s Ventana Capital, Inc. 401(k) Plan held $364K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

People on this filing

Joshua Brgoch signed Ventana Capital, Inc.'s 2024 Form 5500 as plan administrator.

Joshua Brgoch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ventana Capital, Inc.'s EIN is 20-2241445.

EIN 20-2241445

Plan number 001

Plan year 2024

ACK ID 20250711083619NAL0004561251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ventana Capital, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ventana Capital, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VENTANA CAPITAL, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score