Plan Snapshot
- Plan Sponsor: Strategic Pharmaceutical Solutions Dba Vetsource
- Sponsor EIN: 204318957
- Sponsor Address: 17014 NE SANDY BLVD, PORTLAND, OR, 972305074
- Plan Type: 401(k)
- Total Participants: 608
- Total Assets: $33.4M
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 | 608 | $33.4M | $2.0M | $4.4M |
| 2023 | 532 | $24.1M | $1.9M | $3.7M |
| 2022 | 585 | $16.2M | $1.5M | $3.1M |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS 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 | $156,892 | $71,358 | $85,534 | — | — |
| 2023 | $130,218 | $47,755 | $82,463 | — | — |
| 2022 | $95,601 | $35,698 | $59,903 | — | — |