# Covetrus, INC. 401(k) Plan
Source: https://planprovider.pro/companies/covetrus-inc-401k-plan

> Covetrus, INC.'s 401(k) plan: 2,661 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Covetrus, INC.

- **Sponsor EIN:** 831448706

- **Sponsor Address:** 400 METRO PLACE NORTH, DUBLIN, OH, 430170753

- **Plan Type:** 401(k)

- **Total Participants:** 2,661

- **Total Assets:** $289.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|2,661|$289.6M|$9.0M|$20.6M|

| 2023|2,977|$274.7M|$9.1M|$20.4M|

| 2022|2,940|$232.9M|$9.1M|$19.1M|

## 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|

| BDO USA P.C.|Auditor|$33,000|—|$33,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,000

- **Estimated Expense Ratio:** 0.011% 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|$371,331|$27,562|$1,800|$33,000|—|

| 2023|$327,266|$16,480|—|—|—|

| 2022|$341,166|$7,853|—|—|—|

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