Plan Snapshot
- Plan Sponsor: Bond Veterinary, INC
- Sponsor EIN: 832651165
- Sponsor Address: 44 E 30TH ST, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $4.6M
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 | 314 | $4.6M | $252,472 | $883,515 |
| 2023 | 260 | $3.3M | $338,156 | $879,921 |
| 2022 | 135 | $1.1M | $195,988 | $549,013 |
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 |
|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | RECORDKEEPER | $16,733 | — | $16,733 |
| PENDING CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETTERMENT FOR BUSINESS, LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,733
- Estimated Expense Ratio: 0.367% 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 | $16,733 | $6,903 | — | — | — |
| 2023 | $15,964 | $5,756 | — | — | — |
| 2022 | — | — | — | — | — |