Plan Snapshot
- Plan Sponsor: Valley Veterinary Clinic, LLC
- Sponsor EIN: 480801565
- Sponsor Address: 1118 PONY EXPRESS HWY, MARYSVILLE, KS, 66508
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $9.8M
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 | 117 | $9.8M | $252,856 | $520,339 |
| 2023 | 124 | $8.8M | $238,305 | $516,440 |
| 2022 | 115 | $7.2M | $239,201 | $516,480 |
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 |
|---|---|---|---|---|
| DANA F. COLE & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANA F. COLE & COMPANY, 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 | $60,871 | $42,214 | $2,400 | — | — |
| 2023 | $53,448 | $36,874 | $2,400 | — | — |
| 2022 | $50,337 | $34,250 | $16,087 | — | — |