Plan Ledger DOL Form 5500 · updated monthly

Fetch Veterinary Group LLC401(k)

FETCH VETERINARY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · BONITA SPRINGS, FL · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Fetch Veterinary Group LLC reported $23,623 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,683 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 1 year on file its reported administrative ratio fell from 0.77% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,612th of 3,644), and 8,275th of 11,911 in health care & social assistance. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,398,901
Participants with balances410
Active participants278
Employer contributions$467,932
Employee contributions$840,029
Employer contribution per active participant$1,683
Average account balance$10,729
Benefits paid to participants$271,232
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$4.4M · 410 accts · $468K emplr
2023$2.8M · 330 accts · $338K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,623
Total administrative$23,623
The Fetch Veterinary Group LLC 401(k) match · 2024
Employer contribution per active participant$1,683
Median for plans this size$1,313
2024$1,683 per active participant
2023$1,706 per active participant

Fetch Veterinary Group LLC's 2024 employer contribution ran above 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 · 20243
OSAIC WEALTH MANAGEMENT · Recordkeeping$12,504
PAYCHEX, INC. · Recordkeeping$9,473
MID-ATLANTIC TRUST COMPANY · Recordkeeping$1,646

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

Recordkeeper by year2
2024MID-ATLANTIC TRUST COMPANY, OSAIC WEALTH MANAGEMENT, Paychex
2023Paychex

This plan has changed recordkeepers within these filings. If you left Fetch Veterinary Group LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$23,623 · 0.66%
2023$16,073 · 0.77%
Similar plansHealth Care & Social Assistance · Florida
Ventura Services Fl LLC FL$4.5M · 1.61%
Family Resource Center FL$4.4M · 0.04%
Florida Retina Institute FL$4.3M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833578075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.