Plan Snapshot
- Plan Sponsor: Veterinary Surgical Centers Of The Delta, INC.
- Sponsor EIN: 743132584
- Sponsor Address: 1133 7TH STREET, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $8.9M
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 | 142 | $8.9M | $363,099 | $795,353 |
| 2023 | 169 | $7.2M | $394,883 | $821,112 |
| 2022 | 181 | $5.2M | $349,969 | $698,617 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $24,241 | — | $24,241 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $5,589 | — | $5,589 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,830
- Estimated Expense Ratio: 0.334% 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 | $32,182 | $26,593 | — | — | — |
| 2023 | $25,851 | $23,025 | — | — | — |
| 2022 | $21,412 | $20,401 | $1,011 | — | — |