Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VENTURA INVESTMENTS, INC.
EIN 82-2898965financial servicesLatest filing 2025
Plans
3
Retirement
3
$12.8M assets
Welfare
0
Participants
63
1915 HIGHWAY 36 W. SUITE 151 - ROSEVILLE, MN 55113612-747-8671venturaesop.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $12.8M assets / 63 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#001
VENTURA TRUST 401(K) PLAN
401k
Assets$6.9M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
VENTURA ESOP FIDUCIARY SERVICES CASH BALANCE PLAN
CashBalance
Assets$4.5M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
VENTURA TRUST EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VENTURA TRUST 401(K) PLAN | 401k | $6.9M | 26 | 2025 | |
| 002 | VENTURA ESOP FIDUCIARY SERVICES CASH BALANCE PLAN | CashBalance | $4.5M | 18 | 2024 | |
| 003 | VENTURA TRUST EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.3M | 19 | 2025 |
Retirement plans