Plan Ledger DOL Form 5500 · updated monthly

Healthypets Inc.401(k)

HEALTHYPETS INC. 401(K) PROFIT SHARING PLAN & TRUST · UNION CITY, CA · plan year 2020

Reported admin expense ratio · 2020
0.82%

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

Healthypets Inc. reported $35,049 in plan administrative expenses for 2020: 0.82% of average plan assets, higher than ~75% of peers. Employer contributions averaged $897 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 4 years on file its reported administrative ratio fell from 0.76% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,096th of 9,483), and 9,914th of 11,654 in professional & technical services. In 2020, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 114 to 140 since 2018.

Plan summary
Net assets, end of year$4,704,328
Participants with balances48
Active participants140
Employer contributions$125,638
Employee contributions$281,487
Employer contribution per active participant$897
Average account balance$98,007
Benefits paid to participants$250,648
Plan auditDisclaimer of opinion
Plan history5
Yearassets · accounts · employer contribution
2022$3.3M · 32 accts · $55K emplr
2021$4.6M · 34 accts · $118K emplr
2020$4.7M · 48 accts · $126K emplr
2019$3.9M · 43 accts · $129K emplr
2018$2.9M · 44 accts · $126K emplr
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$15,264
Investment management$19,110
Total administrative$35,049
The Healthypets Inc. 401(k) match · 2020
Employer contribution per active participant$897
Median for plans this size$893
2022$740 per active participant
2021$739 per active participant
2020$897 per active participant
2019$1,576 per active participant
2018$1,102 per active participant

Healthypets Inc.'s 2020 employer contribution ran above the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history5
2022$15,394 · 0.39%
2021$37,949 · 0.81%
2020$35,049 · 0.82%
2019$28,037 · 0.83%
2018$21,630 · 0.76%
Similar plansProfessional & Technical Services · California
Ranker, Inc CA$4.8M · 0.09%
Directive Consulting CA$4.7M · 0.48%
Advertise Purple, Inc. CA$4.7M · 1.00%
Tata Elxsi LTD CA$4.7M · 0.47%
Curri Inc. CA$4.7M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943339062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.