Retirement plan

U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN

Name: U.S. VENTURE, INC. - U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: U.S. VENTURE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN, U.S. VENTURE, INC.

U.S. VENTURE, INC.EIN 39-0964014Plan #001PY 2024

425 BETTER WAY - APPLETON, WI 54915920-739-6101usventure.comLinkedIn1001-5000 employeestransportation/trucking/railroad

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 13, 2007 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$398.9M

-5.5% from 2016

Total participants

6,212

+14.2% from 2016

Average account balance

$68,623

-18.7% from 2016

Annual return

13.32%

-7.72 pp from 2016

Benchmarks

See 331 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort331 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$398.91M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

5,813

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.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52.34M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$97

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231	Recordkeeping	$351,050
FRANCIS INVESTMENT COUNCIL2 years Filed as: FRANCIS LLC Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045	Advisory (Participants)	$133,739
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562	Accounting	$76,178

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$563K

$115 / participant

Recordkeeping$351K62.4%
Investment mgmt$134K23.8%
Other / not subdivided$78K13.8%

% of EOY assets

0.141%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLENLLP
Auditor EIN: 410746749
Audit fees: $76,178
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,623

$2,703,213-97.5%

$165,100-58.4%

$200,096-65.7%

Participation rate

91.9%

78.4%+13.4pp

78.6%+13.3pp

72.0%+19.9pp

Annual return

13.32%

17.97%-4.6pp

70.21%-56.9pp

34.26%-20.9pp

Employer contribution / active EE

$4,394

$2,973+47.8%

$4,348+1.1%

$3,038+44.7%

Participant deferral / active EE

$6,265

$5,021+24.8%

$6,035+3.8%

$5,090+23.1%

Admin fee / account holder

$97

$1,999-95.2%

$12,696-99.2%

$269-64.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC9 years

Service code 15

1307 POINT STREET · BALTIMORE, MD 21231

Recordkeeping

$351,050

FRANCIS INVESTMENT COUNCIL2 years

Filed as: FRANCIS LLC

Service code 26

19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045

Advisory (Participants)

$133,739

CLIFTONLARSONALLEN LLP5 years

Filed as: CLIFTON LARSON ALLEN LLP

Service code 10

8215 GREENWAY BLVD · MIDDLETON, WI 53562

Accounting

$76,178

U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

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