Plan Snapshot
- Plan Sponsor: Bolton Veterinary Hospital, P.C.
- Sponsor EIN: 060860429
- Sponsor Address: 222 BOSTON TURNPIKE, BOLTON, CT, 06040
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 93 | $12.0M | $69,692 | $458,891 |
| 2023 | 105 | $11.4M | $73,535 | $489,202 |
| 2022 | 101 | $10.3M | $69,904 | $479,097 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $38,060 | $24,524 | $7,995 | — | — |
| 2023 | $35,352 | — | $35,352 | — | — |
| 2022 | $38,721 | $24,481 | $8,891 | — | $5,349 |