My Plan Facts

Venture Visionary Partners LLCRetirement plans that name this organisation on Schedule C

Schedule C of plan year 2024

Service that plans report most
Investment advisory and management
Plans that name it
25
Participant records in those plans
17,180
States
6

25 retirement plans with 100 or more participants name this organisation on Schedule C for plan year 2024.

The service that the plans report most often is investment advisory and management.

The plans reported $971K of compensation to the organisation, direct and indirect.

By plans that name it, it was number 318 of 325 providers whose plans report investment advisory and management most often.

The number of plans that name it did not change from plan year 2023 to 2024.

Added together, the plans that name the 688 providers with plans in both years rose by 2.4%.

Plans with 500 to 999 participants were 36.0% of the plans that name it. They were 16.7% of the plans that name any provider with a page.

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Schedule C lists a provider only when a plan paid it $5,000 or more. Source of the figures: the Form 5500 datasets, filings received through .

Client plans

Venture Visionary Partners LLC: the 25 client plans with the most participants, in the order of the plan namesThe last column is the Schedule C compensation that the plan reported for this organisation.
PlanSponsorStateParticipantsNet assetsCompensation reported
Aps Medical Billing Savings PlanHospital Service Associates Inc.OH454$15.2M$59K
Archem America, Inc. 401(k) PlanArchem America, Inc.OH614$26.1M$57K
Backyard Farms, LLC 401(k) PlanBackyard Farms, LLCME231$4.4M$10K
Beck Suppliers Employee Stock Ownership PlanBeck Suppliers Holding CompanyOH320$10.7M$23K
Concept Rehab, Inc. 401(k) PlanConcept Rehab, Inc.OH811$31.7M$39K
Emergency Physicians of Northwest Ohio, Inc. Profit Sharing PlanEmergency Physicians of Northwest Ohio, Inc.OH271$53.8M$41K
Hylant Group, Inc. 401(k) PlanHylant Group, Inc.OH1,218$174M$90K
Kwest Group, LLC 401(k) PlanK. West Group, LLCOH378$21.5M$37K
Luckey Farmers, Inc. 401(k) PlanLuckey Farmers, Inc.OH147$10.4M$33K
Mastronardi Produce - USA 401(k) PlanMastronardi Produce - USA Inc.MI2,907$17.3M$34K
Nofziger Companies 401(k) Retirement Savings PlanHaas Door CompanyOH630$25.1M$54K
Noms 401(k) Profit Sharing PlanNorthern Ohio Medical Specialists, LLCOH1,831$117M$60K
North Atlanta Primary Care 401(k) PlanSoutheast Medical GroupGA886$22.1M$18K
Principle Business Enterprises, Inc. 401(k) Profit Sharing PlanPrinciple Business Enterprises, Inc.OH450$25.2M$59K
Prospira America Corporation 401(k) PlanProspira America CorporationOH731$36.7M$79K
Rowmark, LLC Retirement PlanRowmark, LLCOH330$20.7M$11K
Spartan Chemical Company, Inc. Employees Profit Sharing and 401(k) PlanSpartan Chemical Company, Inc.OH354$63.2M$50K
Swanton Welding & Machining Co., Inc. 401(k) PlanSwanton Welding and Machining Co., Inc.OH178$9.8M$20K
Symphony Multiple Employer PlanMaestro Consulting Services, LLCIL1,243$23.3M$50K
The United Collection Bureau, Inc. Savings Plan and TrustUnited Collection Bureau, Inc. and SubsidiariesOH204$6.8M$28K
Thomas E. Keller Trucking, Inc. 401(k) Retirement Savings PlanKeller Logistics Group, Inc.OH884$16.0M$28K
Velocity 401(k) PlanVelocity, a Managed Services Company, Inc.OH564$12.9M$40K
Venturepath 401(k)The Finway GroupIA734$37.8M$13
Woodsage LLC 401(k) PlanWoodsage LLCOH152$7.6M$10K
Zingermans Community of Businesses Employees 401(k) PlanZingermans Community of BusinessesMI658$18.5M$42K

Compensation that the plans report

Venture Visionary Partners LLC: quartiles across its client plans, plan year 202425 plans report an amount. Fund expense ratios are not in Form 5500.
LineFirst quartileMedianThird quartile
Compensation for each participant$40.17$72.70$112
Compensation as a share of the net assets of the plan0.08%0.20%0.23%

The amounts are what each plan reported for this organisation. They are not the total cost of a plan.

Venture Visionary Partners LLC: filings that name it, by plan yearThe site groups the rows by the EIN of the provider. A merger or a new EIN starts a new series.
Plan yearPlansCompensation reported
2025 (not complete)22$870K
202424$971K
202324$891K
202220$738K
202121$766K
202012$322K
20198$68K
20180$0
20170$0
20160$0
20150$0
20140$0
20130$0
20120$0
20110$0
20100$0
20090$0

Client plans by size, state and service

By plan size

By service code

Investment advisory (plan)
24 plans
Investment management
2 plans
Investment advisory (participants)
1 plans

By state of the plan sponsor

Georgia
1 plans
Illinois
1 plans
Iowa
1 plans
Maine
1 plans
Michigan
2 plans
Ohio
19 plans

Cite this page

My Plan Facts. "Venture Visionary Partners LLC." https://myplanfacts.com/provider/venture-visionary-partners-llc/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, Schedule C Part I line 2. The datasets are in the public domain. The site groups the rows by the EIN that each plan gives for the provider. A row without an EIN goes to the EIN that plans give most for the same name. A provider that fewer than 25 plans name has no page. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 50 plans or more that name a provider.

Questions

How much did a plan report for this organisation?

The median was $72.70 for each participant, across 25 plans that reported an amount for plan year 2024. The middle half of the plans reported $40.17 to $112. The amount depends on the services that a plan buys.

Which services do the plans report?

24 plans report the service code 27: Investment advisory (plan). 2 plans report the service code 28: Investment management. 1 plan report the service code 26: Investment advisory (participants).

Why is a plan not on the list?

Schedule C lists a provider only when the plan paid it $5,000 or more. Only plans with 100 or more participants file Schedule C. The site groups the rows by the EIN of the provider.