Plan Snapshot
- Plan Sponsor: Petco Animal Supplies Stores, INC.
- Sponsor EIN: 330479906
- Sponsor Address: 10850 VIA FRONTERA, SAN DIEGO, CA, 92127
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 22,324
- Total Assets: $370.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22,324 | $370.1M | $11.0M | $32.6M |
| 2023 | 22,886 | $314.1M | $10.9M | $31.4M |
| 2022 | 21,905 | $244.6M | $10.6M | $28.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $113,974 | — | $113,974 |
| ONE DIGITAL | Investment Advisor | $45,000 | — | $45,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $12,842 | — | $12,842 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- ONE DIGITAL — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,816
- Estimated Expense Ratio: 0.046% 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 | $171,816 | $158,974 | $600 | — | — |
| 2023 | $313,655 | $148,282 | $1,500 | $31,000 | — |
| 2022 | $305,639 | $97,958 | — | — | — |