Plan Snapshot
- Plan Sponsor: Vets Pets
- Sponsor EIN: 260393250
- Sponsor Address: 325 E NASH STREET, WILSON, NC, 27893
- Plan Type: 401(k)
- Total Participants: 776
- Total Assets: $17.4M
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 | 776 | $17.4M | $956,338 | $2.0M |
| 2023 | 571 | $12.9M | $857,086 | $1.6M |
| 2022 | 517 | $8.5M | $748,458 | $1.4M |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | INVESTMENT/FINANCIAL ADVI | $36,640 | — | $36,640 |
| ADP, INC. | RECORD KEEPER | $8,017 | — | $8,017 |
| ELLIOTT GROUP CPAS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- ELLIOTT GROUP CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,657
- Estimated Expense Ratio: 0.257% 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 | $44,657 | $36,640 | — | — | — |
| 2023 | $30,438 | $24,423 | — | — | — |
| 2022 | $14,294 | — | — | — | — |