Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VENTURITY FINANCIAL PARTNERS, INC.
EIN 75-2927396Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
113
14841 N. DALLAS PARKWAY, SUITE 600 - DALLAS, TX 75254972-692-0380
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 113 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VENTURITY FINANCIAL PARTNERS 401(K) PLAN
401k
Assets$4.2M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VENTURITY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.3M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VENTURITY FINANCIAL PARTNERS 401(K) PLAN | 401k | $4.2M | 65 | 2025 | |
| 003 | VENTURITY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.3M | 48 | 2025 |
Retirement plans