Retirement plan

VENTURA LAND CORP. AND AFFILIATES 401(K) PROFIT SHARING PLAN

Name: VENTURA LAND CORP. AND AFFILIATES - VENTURA LAND CORP. AND AFFILIATES 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: VENTURA LAND CORP. AND AFFILIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VENTURA LAND CORP. AND AFFILIATES 401(K) PROFIT SHARING PLAN, VENTURA LAND CORP. AND AFFILIATES

VENTURA LAND CORP. AND AFFILIATESEIN 11-2884644Plan #001PY 2025

149-45 NORTHERN BOULEVARD - FLUSHING, NY 113543862718-463-0470

Prospect flagsHigh feesLow participationHigh assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$1.7M

+19.2% from 2024

Total participants

+11.1% from 2024

Average account balance

$334,851

+66.9% from 2024

Annual return

16.23%

+3.57 pp from 2024

Benchmarks

See 3,922 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort3,922 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$335K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.23%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3764

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$19K

$2353 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.124%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$334,851

$289,211+15.8%

$260,467+28.6%

$198,609+68.6%

Participation rate

37.5%

83.1%-45.6pp

80.5%-43.0pp

82.4%-44.9pp

Annual return

16.23%

112.90%-96.7pp

100.60%-84.4pp

202.70%-186.5pp

Employer contribution / active EE

$4,663-100.0%

$4,239-100.0%

$5,055-100.0%

Participant deferral / active EE

$6,394

$6,812-6.1%

$6,319+1.2%

$6,977-8.4%

Admin fee / account holder

$3,764

$16,236-76.8%

$15,461-75.7%

$19,030-80.2%

VENTURA LAND CORP. AND AFFILIATES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VENTURA LAND CORP. AND AFFILIATES 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion