Plan Snapshot
- Plan Sponsor: Veterinary Innovative Partners LLC
- Sponsor EIN: 863949830
- Sponsor Address: 1201 BEECHWOOD BOULEVARD, PITTSBURGH, PA, 15206
- Plan Type: 401(k)
- Total Participants: 633
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 633 | $10.6M | $717,658 | $1.7M |
| 2023 | 584 | $10.2M | $740,579 | $1.6M |
| 2022 | 273 | $7.7M | $517,388 | $1.2M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL | SERVICE PROVIDER | — | $33,099 | $33,099 |
| ASCENSUS C/O FUTURE PLAN | TPA | — | $8,489 | $8,489 |
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,588
- Estimated Expense Ratio: 0.393% 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 | $76,699 | — | $76,699 | — | — |
| 2023 | $56,935 | — | $56,935 | — | — |
| 2022 | $39,435 | — | $39,435 | — | — |