Plan Snapshot
- Plan Sponsor: Amerivet Partners Management, INC.
- Sponsor EIN: 814559523
- Sponsor Address: 8610 N NEW BRAUNFELS AVE STE 500, SAN ANTONIO, TX, 78217
- Plan Type: 401(k)
- Total Participants: 2,970
- Total Assets: $70.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,970 | $70.3M | $5.7M | $13.7M |
| 2023 | 3,147 | $49.3M | $4.5M | $11.5M |
| 2022 | 2,196 | $23.4M | $2.6M | $7.0M |
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 |
|---|---|---|---|---|
| RUSSON + JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON + JOHNSTON LLP — 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 | $374,397 | $15,773 | — | — | — |
| 2023 | $230,573 | $6,142 | — | — | — |
| 2022 | $125,424 | — | — | — | $125,424 |