Plan Snapshot
- Plan Sponsor: 1st Pet Veterinary Centers, INC.
- Sponsor EIN: 872027308
- Sponsor Address: 1233 W WARNER RD, CHANDLER, AZ, 85224
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199 | $4.3M | $0 | $442,490 |
| 2023 | 231 | $4.0M | $0 | $450,956 |
| 2022 | 273 | $3.2M | $0 | $460,041 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $38,745 | — | $38,745 |
| EDWARD JONES | INVESTMENT ADVISORY | — | $20,957 | $20,957 |
| EVERS ROBINSON LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERS ROBINSON LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,702
- Estimated Expense Ratio: 1.387% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $38,746 | — | $38,746 | — | — |
| 2023 | $31,896 | — | $31,896 | — | — |
| 2022 | $28,619 | — | $28,619 | — | — |