# Perry Veterinary Clinic, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/perry-veterinary-clinic-pllc-401k-plan

> Perry Veterinary Clinic, PLLC's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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