Plan Snapshot
- Plan Sponsor: Pet Emergency Treatment & Specialties, INC.
- Sponsor EIN: 204011151
- Sponsor Address: 930 N. QUEEN STREET, LANCASTER, PA, 17603
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 63
- Total Assets: $137,747
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 63 | $137,747 | $0 | $0 |
| 2024 | 59 | $9,812 | $44,620 | $15,269 |
| 2023 | 61 | $15,682 | $565,978 | $247,120 |
| 2022 | 70 | $70,486 | $594,998 | $231,631 |
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 |
|---|---|---|---|---|
| GUNN MOWERY, LLC | Investment Advisor | $23,540 | — | $23,540 |
| THE BENECON GROUP, LLC | Investment Advisor | $23,062 | — | $23,062 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,602
- Estimated Expense Ratio: 33.832% 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 |
|---|---|---|---|---|---|
| 2025 | $868,469 | — | — | — | — |
| 2024 | $44,847 | — | — | — | — |
| 2023 | $804,988 | — | — | — | — |
| 2022 | $953,662 | — | — | — | — |