Plan Snapshot
- Plan Sponsor: Fetch Veterinary Group, LLC
- Sponsor EIN: 833578075
- Sponsor Address: 3840 COLONIAL BLVD, FORT MYERS, FL, 33966
- Plan Type: 401(k)
- Total Participants: 278
- Total Assets: $4.4M
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 | 278 | $4.4M | $467,932 | $840,029 |
| 2023 | 198 | $2.8M | $337,778 | $679,564 |
| 2022 | 147 | $1.4M | $229,338 | $455,354 |
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 |
|---|---|---|---|---|
| ALEXANDER & WILLIAMS PLLC | 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 | $23,623 | — | $23,623 | — | — |
| 2023 | $16,073 | $7,801 | $8,272 | — | — |
| 2022 | $8,984 | $4,328 | $4,656 | — | — |