· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VENTURE VALUATION ADVISORY LLC — VENTURE VALUATION ADVISORY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250905133538NAL0017181585001
VENTURE VALUATION ADVISORY LLC
Form 5500-SF
FILING_RECEIVED
VENTURE VALUATION ADVISORY 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
12
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VENTURE VALUATION ADVISORY LLC
.
Find decision makers
Plan sponsor
Name
VENTURE VALUATION ADVISORY LLC
EIN
93-4532579
Address
274 MARCONI BLVD., SUITE 140 · COLUMBUS, OH · 43215
Phone
(614) 448-3700
Industry
Professional & Technical Services
see 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
2025-09-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
WILDERNESS MARKETS
WILDERNESS MARKETS 401(K) PLAN
$1.2M · 2 participants
NEVRX CORPORATION PENSION PLAN
NEVRX CORPORATION PENSION PLAN
$1.2M
ECOSYSTEM MANAGEMENT RESEARCH INSTITUTE
ECOSYSTEM MANAGEMENT RESEARCH INSTITUTE DEFINED CONTRIBUTION 403B PLAN
$1.2M
BUXBAUM HCS, LLC
BUXBAUM HCS, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 15 participants
CLEARVIEW CONSULTING GROUP, LLC
CCG 401(K) PLAN
$1.2M · 15 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2K · 401(m) arrangement
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HYDE PARK HOSPITALITY, LLC
HYDE PARK HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 347 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
