Original filing (PDF)20251014120154NAL0001317875001

VENABLE ROYALTY, LTD

Name: VENABLE ROYALTY, LTD — VENABLE ROYALTY, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: VENABLE ROYALTY, LTD

Form 5500-SF

FILING_RECEIVED

VENABLE ROYALTY, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VENABLE ROYALTY, LTD.

Plan sponsor

Name

VENABLE ROYALTY, LTD

EIN

75-2675948

Address

8111 DOUGLAS AVENUE #975 · DALLAS, TX · 75225

Phone

(214) 750-7508

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CAROLINA CATARACT & LASER CENT

CAROLINA CATARACT & P.A. 401K PLAN

$1.0M · 5 participants

OPTIMAL HEART ATTACK & STROKE PREVENTION CENTER, PLC

OPTIMAL HEART ATTACK & STROKE PREVENTION CENTER, PLC 401(K) PLAN

$1.0M · 5 participants

TRUDY RAMJATTAN

FLORIDA EYE CARE SURGERY INC

$1.0M · 2 participants

RAINIER NEPHROLOGY PLLC

RAINIER NEPHROLOGY 401(K) PLAN

$1.0M · 3 participants

THE CENTER FOR ADVANCED MEDICINE

THE CENTER FOR ADVANCED MEDICINE 401(K) PLAN