Plan Ledger DOL Form 5500 · updated monthly

Bolton Veterinary Hospital, P.C.401(k)

BOLTON VETERINARY HOSPITAL, P.C. 401(K) PROFIT SHARING PLAN · BOLTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Bolton Veterinary Hospital, P.C. reported $38,060 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $749 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Connecticut (702nd of 1,106), and 7,396th of 11,654 in professional & technical services. In 2024, employees put in $6.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,980,006
Participants with balances135
Active participants93
Employer contributions$69,692
Employee contributions$458,891
Employer contribution per active participant$749
Average account balance$88,741
Benefits paid to participants$1,448,887
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 135 accts · $70K emplr
2023$11.4M · 137 accts · $74K emplr
2022$10.3M · 132 accts · $70K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,995
Investment management$24,524
Total administrative$38,060
The Bolton Veterinary Hospital, P.C. 401(k) match · 2024
Employer contribution per active participant$749
Median for plans this size$2,416
2024$749 per active participant
2023$700 per active participant
2022$692 per active participant

Bolton Veterinary Hospital, P.C.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
NEWPORT GROUP, INC. · Recordkeeping · Trustee$11,751
CETERA ADVISORS, LLC · Investment advisory (plan)$22,706

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,060 · 0.33%
2023$35,352 · 0.32%
2022$38,721 · 0.34%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 060860429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.