How big is Ventura Transfer Company's plan?

Ventura Transfer Company's plan reported $12.8M in assets and 80 participants for 2024.

Original filing (PDF)20251003173830NAL0000937811001

Ventura Transfer Company

Name: Ventura Transfer Company — Ventura Transfer Company, Form 5500 (2024)
Creator: Ventura Transfer Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ventura Transfer Company 401(k)Plan

401(k) retirement plan · Ventura Transfer Company's Ventura Transfer Company 401(k)Plan held $12.8M in plan assets for 80 participants in 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

132

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

Plan identifiers

Ventura Transfer Company's EIN is 95-1332580.

EIN 95-1332580

Plan number 002

Plan year 2024

ACK ID 20251003173830NAL0000937811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ventura Transfer Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ventura Transfer Company'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 VENTURA TRANSFER COMPANY.

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

VENTURA TRANSFER COMPANY

EIN

all filings

Address

2418 EAST 223RD STREET · LONG BEACH, CA · 908101617

Phone

(310) 549-1665

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$20K	—
EMPOWER ADVISORY GROUP	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

33 direct securities · 1 pooled fund· $12.6M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$8.9M

26 holdings

Other securities

$2.5M

3 holdings

Common Collective Trusts

$682K

2 holdings

Common Stocks

$201K

1 holding

Bonds / Notes

$180K

1 holding

Common Collective Trust

$179K

1 holding

					% of plan
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$2.9M	22.7%
Empower Secure Foundation Bal Instl Mutual Fund	Other securities	—	—	$2.4M	18.8%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$1.4M	10.7%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$1.3M	10.3%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$508K	4.0%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$464K	3.6%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$380K	3.0%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$301K	2.4%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$277K	2.2%
Vanguard Total International Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$226K	1.8%
Vanguard Growth Index ADM Mutual Fund	Mutual Funds	—	—	$226K	1.8%
Vanguard Lifestrategy Growth Inv Mutual Fund	Mutual Funds	—	—	$212K	1.7%
Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund	Common Stocks	—	—	$201K	1.6%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$190K	1.5%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$180K	1.4%
AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509	Common Collective Trust	—	—	$179K	1.4%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$174K	1.4%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$168K	1.3%
Vanguard Target Retirement 2070 Inv Mutual Fund ** 520 Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$136K	1.1%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$107K	0.8%
Vanguard Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$99K	0.8%
Vanguard Mid Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$84K	0.7%
JPMorgan US Equity R6 Mutual Fund	Other securities	—	—	$82K	0.6%
Vanguard Lifestrategy Income Inv Mutual Fund	Mutual Funds	—	—	$77K	0.6%
Vanguard Mid Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$68K	0.5%
Vanguard Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$64K	0.5%
American Funds Europacific GR R6 Mutual Fund	Mutual Funds	—	—	$57K	0.4%
Vanguard Lifestrategy Moderate Growth Mutual Fund	Mutual Funds	—	—	$51K	0.4%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$45K	0.4%
Vanguard Short Term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$22K	0.2%
Doubleline Core Fixed Income R6 Mutual Fund	Other securities	—	—	$22K	0.2%
Vanguard Value Index Admiral Mutual Fund	Mutual Funds	—	—	$17K	0.1%
Vanguard Equity-Income Adm Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
PIMCO Income Instl Mutual Fund ** 384 T. Rowe Price Small Cap Value I Mutual Fund	Mutual Funds	—	—	$1K	<0.1%