How big is Ventahood, Ltd.'s plan?

Ventahood, Ltd.'s plan reported $10.0M in assets and 110 participants for 2024.

Original filing (PDF)20250917114709NAL0000490608001

Ventahood, Ltd.

Name: Ventahood, Ltd. — Ventahood, Ltd. Retirement 401(k), Form 5500 (2024)
Creator: Ventahood, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ventahood, Ltd. Retirement 401(k) Plan & Trust

401(k) retirement plan · Ventahood, Ltd.'s Ventahood, Ltd. Retirement 401(k) Plan & Trust held $10.0M in plan assets for 110 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

110

Accounts w/ balance

130

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

William Woodall signed Ventahood, Ltd.'s 2024 Form 5500 as plan administrator.

William Woodall — 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

Ventahood, Ltd.'s EIN is 75-2399861.

EIN 75-2399861

Plan number 001

Plan year 2024

ACK ID 20250917114709NAL0000490608001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ventahood, Ltd.'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 VENTAHOOD, LTD.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 43K (6% of contributions).

Helping the score

Below-peer total plan cost (96th percentile).
High average account balance (96th percentile).

Plan sponsor

Name

VENTAHOOD, LTD

EIN

all filings

Address

1000 N GREENVILLE AVE · RICHARDSON, TX · 75081

Phone

(972) 235-5201

Industry

Manufacturing

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

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$475	—

Investments

29 direct securities· $10.0M(100% of reported assets)

Mutual Funds

$9.0M

21 holdings

Common Collective Trusts

$595K

2 holdings

Other securities

$348K

5 holdings

Participant loans

$59K

1 holding

					% of plan
Fidelity Investments Fidelity Contrafund	Mutual Funds	—	—	$2.1M	21.5%
Fidelity Investments Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$1.2M	12.2%
Fidelity Investments Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$1.2M	11.8%
Fidelity Investments Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$1.1M	11.4%
Fidelity Investments Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$789K	7.9%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$560K	5.6%
Fidelity Investments Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$463K	4.6%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$332K	3.3%
Fidelity Investments Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$317K	3.2%
Fidelity Investments Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$246K	2.5%
Fidelity Investments Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$229K	2.3%
Fidelity Investments Fidelity Government Income Fund	Mutual Funds	—	—	$175K	1.8%
Fidelity Investments Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$167K	1.7%
Fidelity Investments Fidelity Balanced Fund	Mutual Funds	—	—	$162K	1.6%
Columbia Dividend Income Fund	Other securities	—	—	$146K	1.5%
Allspring Allapring Special Mid Cap Value Fund	Other securities	—	—	$145K	1.5%
Fidelity Investments Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$87K	0.9%
Fidelity Investments Fidelity Mid Cap Stock Fund	Mutual Funds	—	—	$77K	0.8%
Fidelity Investments Fidelity Total Bond Fund	Mutual Funds	—	—	$60K	0.6%
Participant Loans	Participant loans	—	—	$59K	0.6%
Fidelity Investments Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$59K	0.6%
Fidelity Investments Fidelity International Discovery Fund	Mutual Funds	—	—	$57K	0.6%
Carillon Eagle Carillon Eagle Mid Cap Growth Fund	Other securities	—	—	$37K	0.4%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$36K	0.4%
Fidelity Investments Fidelity Freedom Income Fund	Mutual Funds	—	—	$33K	0.3%
Fidelity Investments Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$26K	0.3%
Fidelity Investments Fidelity Small Cap Value Fund	Mutual Funds	—	—	$13K	0.1%
T. Rowe Price T. Rowe Price Dividend Growth Advisor Fund	Other securities	—	—	$12K	0.1%
Principal Small Cap Fund	Other securities	—	—	$8K	<0.1%