How big is Ventry Asset Management LLC's plan?

Ventry Asset Management LLC's plan reported $354 in assets and 12 participants for 2024.

Original filing (PDF)20250719171155NAL0001574179001

Ventry Asset Management LLC

Name: Ventry Asset Management LLC — Form 5500 (2024)
Creator: Ventry Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Ventry Asset Management LLC held $354 in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$354

Net assets (EOY)

$354

People on this filing

Shirley Horner signed Ventry Asset Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Ventry Asset Management LLC's EIN is 84-4745887.

EIN 84-4745887

Plan number 001

Plan year 2024

ACK ID 20250719171155NAL0001574179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ventry Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ventry Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VENTRY ASSET MANAGEMENT LLC.

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Plan health score

Above-average plan

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

100

Knocking points off