Plan Snapshot
- Plan Sponsor: Mini Pet Mart, INC.
- Sponsor EIN: 930704921
- Sponsor Address: 1060 SE M ST, GRANTS PASS, OR, 975263935
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 137 | $6.4M | $283,943 | $170,981 |
| 2023 | 136 | $5.3M | $279,016 | $175,570 |
| 2022 | 126 | $4.2M | $242,453 | $133,830 |
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 |
|---|---|---|---|---|
| PERKINS & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PERKINS & COMPANY, P.C. — 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 | $5,824 | $1,324 | $4,200 | — | — |
| 2023 | $8,407 | — | $8,407 | — | — |
| 2022 | $10,508 | — | $10,508 | — | — |