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Original filing (PDF)20241014144352NAL0054012274002
VENABLE LLP
Form 5500
FILING_RECEIVED
VENABLE LLP 401(K) PLAN B
401(k) retirement plan
Signals · 2
~2739 bps in Sched C fees6 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$704K
Net assets (EOY)
$0
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 2739 bps in Schedule C fees — 1633% above peer band of 158 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VENABLE LLP.
Plan sponsor
Name
VENABLE LLP
EIN
52-0517250
Address
750 E. PRATT STREET, SUITE 900 · BALTIMORE, MD · 21202
Phone
(202) 344-8090
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES,P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $107K | — |
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | NONE | $34K | — |
| STOUT CAUSEY & HORNING PA | 52-1743645 | — | NONE | $28K | — |
| THOMA CAPITAL MANAGEMENT LLC | 52-2153736 | — | NONE | $13K | — |
| POINTER FINANCIAL ADVISORS LLC | 93-1936612 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $173 | — |
Investments
13 pooled funds· $25K(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $25K | 3.6% |
| SS TRGT RET 2020 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 399 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET 2025 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 400 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET 2030 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 401 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET 2035 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 402 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET 2040 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 403 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET 2045 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 404 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET 2050 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 405 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET 2055 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 406 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET 2060 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 421 | Common Collective Trust | $0 | <0.1% |
| SS TRGT RET INC NL SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 407 | Common Collective Trust | $0 | <0.1% |
| ARISTOTLE COLLECTIVE INVESTMENT TR SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | $0 | <0.1% |
| WELLINGTON CORE BOND SERIES 3 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 156 | Common Collective Trust | $0 | <0.1% |