# Amerivet Partners Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/amerivet-partners-management-inc-401k-plan

> Amerivet Partners Management, INC.'s 401(k) plan: 2,970 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pension-assurance-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|

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