Plan Snapshot
- Plan Sponsor: Pet Supermarket, INC.
- Sponsor EIN: 592664699
- Sponsor Address: 1100 INTERNATIONAL PARKWAY, SUNRISE, FL, 333232840
- Plan Type: 401(k)
- Total Participants: 2,160
- Total Assets: $24.3M
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 | 2,160 | $24.3M | $968,945 | $1.6M |
| 2023 | 1,471 | $22.1M | $1.1M | $1.7M |
| 2022 | 2,222 | $19.3M | $1.2M | $2.0M |
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 | $139,373 | — | $139,373 |
| CREATIVE PLANNING HOLD CO, LLC | INVESTMENT ADVISOR | $39,961 | — | $39,961 |
| MORISON COGEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING HOLD CO, LLC — INVESTMENT ADVISOR
- MORISON COGEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $179,334
- Estimated Expense Ratio: 0.737% 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 | $183,291 | $3,957 | — | — | — |
| 2023 | $192,489 | $3,793 | — | — | — |
| 2022 | $45,632 | $3,143 | — | — | — |