Plan Snapshot
- Plan Sponsor: Tufts Veterinary Emergency Treatment Services
- Sponsor EIN: 043430674
- Sponsor Address: 525 SOUTH STREET, WALPOLE, MA, 02081
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 166 | $11.1M | $275,188 | $721,523 |
| 2023 | 139 | $9.0M | $238,736 | $566,648 |
| 2022 | 109 | $6.7M | $206,248 | $502,773 |
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 |
|---|---|---|---|---|
| QRGA LLP | Auditor | — | — | $0 |
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 | $770,429 | — | $418 | — | — |
| 2023 | $210,910 | — | $478 | — | — |
| 2022 | $408 | — | — | — | — |