Plan Snapshot
- Plan Sponsor: Pieper-Olson Vet Hospital, LLC
- Sponsor EIN: 061155979
- Sponsor Address: 730 RANDOLPH RD, MIDDLETOWN, CT, 064575331
- Plan Type: 401(k)
- Total Participants: 989
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 989 | $25.5M | $1.5M | $3.1M |
| 2023 | 751 | $17.9M | $136,321 | $1.2M |
| 2022 | 323 | $8.7M | $94,056 | $821,278 |
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 |
|---|---|---|---|---|
| ASCENSUS TRUST | Recordkeeper | $70,739 | — | $70,739 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $34,201 | — | $34,201 |
| CREATIVE PLANNING, LLC | Investment Advisor | $9,222 | $7 | $9,229 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,169
- Estimated Expense Ratio: 0.447% 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 | $114,162 | $9,222 | $104,940 | — | — |
| 2023 | $45,063 | $45,063 | — | — | — |
| 2022 | $39,417 | $39,417 | — | — | — |