Plan Snapshot
- Plan Sponsor: Perry Veterinary Clinic, PLLC
- Sponsor EIN: 161538773
- Sponsor Address: 3180 ROUTE 246, PERRY, NY, 14530
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $39.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 144 | $39.2M | $864,304 | $712,110 |
| 2023 | 122 | $32.4M | $766,067 | $599,200 |
| 2022 | 119 | $27.5M | $744,309 | $555,797 |
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 |
|---|---|---|---|---|
| KARPUS INVESTMENT MANAGEMENT | INVESTMENT ADVISOR | $215,666 | — | $215,666 |
| TRONCONI SEGARRA & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,666
- Estimated Expense Ratio: 0.550% 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 | $215,666 | $215,266 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |