Plan Snapshot
- Plan Sponsor: Wellness Pet LLC
- Sponsor EIN: 800298170
- Sponsor Address: 77 SOUTH BEDFORD STREET, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 349 | $34.5M | $974,527 | $3.0M |
| 2023 | 427 | $32.7M | $968,487 | $2.9M |
| 2022 | 400 | $24.7M | $777,188 | $2.5M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO, LTD | Auditor | — | — | $0 |
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 | $52,651 | $29,993 | — | — | — |
| 2023 | $56,472 | $28,748 | — | — | — |
| 2022 | $48,434 | — | — | — | — |