Plan Snapshot
- Plan Sponsor: American Pet Resort, LLC
- Sponsor EIN: 830339925
- Sponsor Address: 1551 ATLANTIC BLVD, STE 200, JACKSONVILLE, FL, 32207
- Plan Type: 401(k)
- Total Participants: 1,529
- Total Assets: $3.4M
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 | 1,529 | $3.4M | $369,369 | $734,359 |
| 2023 | 1,327 | $2.3M | $340,238 | $687,325 |
| 2022 | 676 | $1.2M | $80,000 | $423,166 |
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 |
|---|---|---|---|---|
| PIVOT CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PIVOT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,750 | — | $1,750 | — | — |
| 2023 | $1,385 | — | $1,385 | — | — |
| 2022 | $2,742 | — | $2,742 | — | — |