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Original filing (PDF)20250828175105NAL0010520177001
VENTURE GENERAL CONTRACTING, LLC
Form 5500
FILING_RECEIVED
VENTURE GENERAL CONTRACTING LLC 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
339
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VENTURE GENERAL CONTRACTING, LLC.
Plan sponsor
Name
VENTURE GENERAL CONTRACTING, LLC
EIN
27-3702648
Address
1518 1ST AVE. S, SUITE 400 · SEATTLE, WA · 98134
Phone
(206) 582-4500
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP,INC. | 23-1945930 | — | RECORD KEEPER | $9K | — |
| ASCENSUS | 11-3665754 | — | RECORD KEEPER | $43 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | RAFAEL, CA | INVESTMENT ADVISOR | $28K | — |
Investments
33 direct securities· $15.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Inv | — | — | — | $2.1M | 13.8% | |
| VANGUARD FUNDS TARGET RET 2050 INV MUTUAL FUND | — | — | — | $1.8M | 11.9% | |
| VANGUARD FUNDS TARGET RET 2035 INV MUTUAL FUND | — | — | — | $1.4M | 9.3% | |
| VANGUARD FUNDS TARGET RET 2055 INV MUTUAL FUND | — | — | — | $1.3M | 8.5% | |
| VANGUARD FUNDS TARGET RET 2045 INV MUTUAL FUND | — | — | — | $1.2M | 7.7% | |
| FIDELITY BLUE CHIP GROWTH K6 MUTUAL FUND | — | — | — | $1.0M | 6.6% | |
| VANGUARD TOTAL STOCK MARKET INDEX INV MUTUAL FUND | — | — | — | $851K | 5.5% | |
| VANGUARD FUNDS TARGET RET 2040 INV MUTUAL FUND | — | — | — | $677K | 4.4% | |
| VANGUARD FUNDS TARGET RET 2060 INV MUTUAL FUND | — | — | — | $659K | 4.3% | |
| VANGUARD FUNDS TARGET RET 2025 INV MUTUAL FUND | — | — | — | $530K | 3.4% | |
| VANGUARD MID-CAP VALUE INDEX INV MUTUAL FUND | — | — | — | $504K | 3.3% | |
| VANGUARD FUNDS TARGET RET 2030 INV MUTUAL FUND | — | — | — | $436K | 2.8% | |
| VANGUARD EXPLORER ADMIN MUTUAL FUND | — | — | — | $429K | 2.8% | |
| VANGUARD SMALL-CAP INDEX INV MUTUAL FUND | — | — | — | $384K | 2.5% | |
| VANGUARD CASH RESERVES FEDERAL MM ADM MUTUAL FUND | — | — | — | $286K | 1.8% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 MUTUAL FUND | — | — | — | $283K | 1.8% | |
| VANGUARD MID-CAP GROWTH INDEX INV MUTUAL FUND | — | — | — | $276K | 1.8% | |
| DFA REAL ESTATE SECURITIES PORTFOLIO I MUTUAL FUND | — | — | — | $216K | 1.4% | |
| Loan | — | — | — | $169K | 1.1% | |
| PARTICIPANT LOANS 9.5%, maturities through May 2050 -0- | — | — | — | $169K | 1.1% | |
| VANGUARD INTERNATIONAL GROWTH INV MUTUAL FUND | — | — | — | $145K | 0.9% | |
| CALVERT U.S. LARGE CAP CORE RESPON IND I MUTUAL FUND | — | — | — | $122K | 0.8% | |
| VANGUARD FUNDS TARGET RET 2065 INV MUTUAL FUND | — | — | — | $121K | 0.8% | |
| VANGUARD TARGET RETIREMENT INCOME INV MUTUAL FUND | — | — | — | $84K | 0.5% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 MUTUAL FUND | — | — | — | $75K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 MUTUAL FUND | — | — | — | $55K | 0.4% | |
| DFA EMERGING MARKETS SOCIAL CORE EQUITY I MUTUAL FUND | — | — | — | $55K | 0.4% | |
| VANGUARD SMALL-CAP VALUE INDEX INV MUTUAL FUND | — | — | — | $44K | 0.3% | |
| VANGUARD HIGH YIELD CORP ADM MUTUAL FUND | — | — | — | $40K | 0.3% | |
| NUVEEN SHORT TERM BOND R6 MUTUAL FUND | — | — | — | $33K | 0.2% | |
| VANGUARD MID-CAP INDEX INV MUTUAL FUND | — | — | — | $29K | 0.2% | |
| CALVERT U.S. MID CAP CORE RESPON IND I MUTUAL FUND | — | — | — | $25K | 0.2% | |
| VANGUARD FUNDS TARGET RET 2070 INV MUTUAL FUND | — | — | — | $18K | 0.1% |
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