# National Veterinary Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/national-veterinary-associates-401k-plan

> National Veterinary Associates, INC.'s 401(k) plan: 49,760 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/green-hasson-and-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|—|—|

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