Plan Ledger DOL Form 5500 · updated monthly

National Veterinary Associates401(k)

NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN · AGOURA HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

National Veterinary Associates reported $1,254,478 in plan administrative expenses for 2024: 0.17% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,072 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 2 years on file its reported administrative ratio rose from 0.14% to 0.17%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 163rd-largest of 9,483 plans among California employers on file, and the 219th of 11,654 in professional & technical services. In 2024, the employer put in $4.27 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$809,155,371
Participants with balances19,225
Active participants49,760
Employer contributions$103,109,991
Employee contributions$24,151,855
Employer contribution per active participant$2,072
Average account balance$42,089
Benefits paid to participants$67,053,195
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HANSSON JANKS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$809.2M · 19,225 accts · $103.1M emplr
2023$642.9M · 15,192 accts · $18.6M emplr
2022$349.1M · 12,995 accts · $11.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,093,781
Investment management$150,177
Audit (IQPA)$10,120
Total administrative$1,254,478
The National Veterinary Associates 401(k) match · 2024
Employer contribution per active participant$2,072
Median for plans this size$4,294
2024$2,072 per active participant
2023$343 per active participant
2022$235 per active participant

National Veterinary Associates's 2024 employer contribution ran below the $4,294 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 · 20247
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$1,093,781
USI ADVISORS INC · Investment advisory (plan)$106,738
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$53,334
GGF LLP · Accounting / audit$32,170
USI CONSULTING GROUP INC · Investment advisory (plan)$30,810
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$19,559
QDRO CONSULTANTS · Consulting$400

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$1,254,478 · 0.17%
2023$719,445 · 0.15%
2022$426,990 · 0.14%
Same employer
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O'Melveny & Myers LLP CA$878.6M · 0.11%
Equinix CA$878.1M · 0.05%
Splunk Inc. CA$821.2M
Protiviti Inc CA$814.1M · 0.07%
Mh Sub I LLC. CA$808.3M
Snap Inc. CA$779.8M · 0.01%
Arup US, Inc. CA$723.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954578066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.