Plan Snapshot
- Plan Sponsor: Pet Food Express, LLC
- Sponsor EIN: 943050346
- Sponsor Address: 2411 STANWELL DR., CONCORD, CA, 94520
- Plan Type: 401(k)
- Total Participants: 768
- Total Assets: $24.0M
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 | 768 | $24.0M | $367,749 | $2.2M |
| 2023 | 955 | $23.2M | $531,266 | $2.1M |
| 2022 | 828 | $18.2M | $663,068 | $2.3M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $95,830 | $44,154 | $51,676 | — | — |
| 2023 | $73,063 | $38,180 | $34,883 | — | — |
| 2022 | $63,455 | — | — | — | — |