Plan Snapshot
- Plan Sponsor: Pathway Vet Alliance LLC
- Sponsor EIN: 813009747
- Sponsor Address: 211 WALTER SEAHOLM DR. #200, AUSTIN, TX, 78701
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 9,520
- Total Assets: $208.5M
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 | 9,520 | $208.5M | $5.9M | $30.0M |
| 2023 | 8,598 | $164.9M | $5.6M | $28.6M |
| 2022 | 9,523 | $116.0M | $2.3M | $28.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $388,227 | — | $388,227 |
| CREATIVE PLANNING LLC | Investment Advisor | $65,087 | — | $65,087 |
| ARMANINO LLP | Other Service Provider | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $463,814
- Estimated Expense Ratio: 0.222% 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 | $463,814 | $65,087 | — | — | — |
| 2023 | $296,883 | $62,881 | — | $15,750 | — |
| 2022 | -$20,974 | — | — | — | — |