Plan Snapshot
- Plan Sponsor: National Veterinary Associates, INC.
- Sponsor EIN: 954578066
- Sponsor Address: 1 BAXTER WAY, WESTLAKE VILLAGE, CA, 91362
- Plan Type: 401(k)
- Total Participants: 49,760
- Total Assets: $809.2M
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 | 49,760 | $809.2M | $103.1M | $24.2M |
| 2023 | 54,203 | $651.6M | $18.6M | $69.7M |
| 2022 | 48,186 | $356.5M | $11.3M | $62.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $1,093,781 | — | $1,093,781 |
| USI ADVISORS INC | NONE | $106,738 | — | $106,738 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $53,334 | — | $53,334 |
| GGF LLP | NONE | $32,170 | — | $32,170 |
| USI CONSULTING GROUP INC | NONE | $30,810 | — | $30,810 |
| UBS FINANCIAL SERVICES INC | NONE | $19,559 | — | $19,559 |
| GREEN HANSSON JANKS LLP | Auditor | $10,120 | — | $10,120 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HANSSON JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,346,512
- Estimated Expense Ratio: 0.166% 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 | $1,254,478 | $150,177 | — | $10,120 | — |
| 2023 | $719,445 | $126,722 | — | $37,650 | — |
| 2022 | $426,990 | $165,078 | $99,883 | — | — |