Plan Snapshot
- Plan Sponsor: Veterinary Emergency Group, LLC
- Sponsor EIN: 822020171
- Sponsor Address: 44 S BROADWAY, WHITE PLAINS, NY, 106014425
- Plan Type: DC
- Total Participants: 5,269
- Total Assets: $96.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 5,269 | $96.6M | $10.6M | $20.8M |
| 2023 | 4,122 | $54.3M | $7.6M | $13.6M |
| 2022 | 2,673 | $24.6M | $4.4M | $8.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $191,262 | — | $191,262 |
| JP MORGAN PRIVATE | INVESTMENT ADVISORY | $37,693 | — | $37,693 |
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $228,955
- Estimated Expense Ratio: 0.237% 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 | $228,942 | $37,680 | $191,262 | — | — |
| 2023 | $119,461 | — | $119,461 | — | — |
| 2022 | $100,009 | — | $100,009 | — | — |