Plan Ledger DOL Form 5500 · updated monthly

Affinity Veterinary Group, Inc.401(k)

AFFINITY VETERINARY GROUP 401K PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.82%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Affinity Veterinary Group, Inc. reported $65,161 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $933 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Texas (3,140th of 5,688), and 573rd of 786 in management of companies. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,458,386
Participants with balances246
Active participants881
Employer contributions$822,389
Employee contributions$1,703,617
Employer contribution per active participant$933
Average account balance$38,449
Benefits paid to participants$874,517
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,005
Investment management$25,156
Total administrative$65,161
The Affinity Veterinary Group, Inc. 401(k) match · 2024
Employer contribution per active participant$933
Median for plans this size$1,313

Affinity Veterinary Group, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,005
LEGACY 401K PARTNERS LLC · Investment advisory (plan)$25,156

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$65,161 · 0.82%
Similar plansManagement of Companies · Texas
Eyesight Holding Co., LLC TX$12.4M · 1.18%
The Launch Box, LLC TX$11.6M · 0.02%
Apex Heritage Group, LLC TX$11.5M · 0.23%
Ld Services, LLC TX$10.0M · 0.74%
Openroad Opco. LLC TX$8.0M · 0.56%
Cityvet Inc. TX$6.5M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 881291575 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.