# Wellhaven Pet Health, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wellhaven-pet-health-llc-401k-plan

> Wellhaven Pet Health, LLC's 401(k) plan: 587 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wellhaven Pet Health, LLC

- **Sponsor EIN:** 822088644

- **Sponsor Address:** 700 WASHINGTON ST, VANCOUVER, WA, 98660

- **Plan Type:** 401(k)

- **Total Participants:** 587

- **Total Assets:** $6.5M

## 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|587|$6.5M|$278,483|$1.7M|

| 2023|540|$4.4M|$224,524|$1.5M|

| 2022|528|$2.2M|$197,736|$1.3M|

## 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|

| GEFFEN MESHER & COMPANY P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GEFFEN MESHER & COMPANY P.C.](https://planprovider.pro/provider/geffen-mesher-and-company-pc) — 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|$4,675|—|$4,675|—|—|

| 2023|$3,500|—|$3,500|—|—|

| 2022|$1,800|—|$1,800|—|—|

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