Original filing (PDF)20250226161652NAL0002131552001

VENTURE OAKS REAL ESTATE GROUP INC

Name: VENTURE OAKS REAL ESTATE GROUP INC — VENTURE OAKS REAL ESTATE GROUP INC 401K PLAN, Form 5500 (2024)
Creator: VENTURE OAKS REAL ESTATE GROUP INC

Form 5500-SF

FILING_RECEIVED

VENTURE OAKS REAL ESTATE GROUP INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VENTURE OAKS REAL ESTATE GROUP INC.

Plan sponsor

Name

VENTURE OAKS REAL ESTATE GROUP INC

EIN

81-3019871

Address

2515 VENTURE OAKS WAY SUITE 100 · SACRAMENTO, CA · 95833

Phone

(916) 236-1042

Industry

Real Estatesee 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

2025-02-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

LARRY YOUNG & ASSOCIATES

LARRY YOUNG & ASSOCIATES DEFINED BENEFIT PENSION PLAN

$1.5M · 2 participants

PIERCE REALTY

PIERCE REALTY 401(K) PROFIT SHARING PLAN

$1.5M · 4 participants

M PROPERTIES, INC.

M PROPERTIES, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 3 participants

CAPITAL ASSET MANAGEMENT LLC

CAPITAL ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND

$1.5M · 25 participants

THE DAWN THOMAS TEAM

THE DAWN THOMAS TEAM 401(K) PLAN QRP