Plan Ledger DOL Form 5500 · updated monthly

Perry Veterinary Clinic, PLLC401(k)

PERRY VETERINARY CLINIC, PLLC 401(K) PLAN · PERRY, NY · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Perry Veterinary Clinic, PLLC reported $215,666 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,002 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,621st-largest of 5,648 plans among New York employers on file, and the 117th of 945 in agriculture, forestry & fishing. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$39,200,838
Participants with balances144
Active participants144
Employer contributions$864,304
Employee contributions$712,110
Employer contribution per active participant$6,002
Average account balance$272,228
Benefits paid to participants$207,833
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$215,266
Trustee / custodial$400
Total administrative$215,666
The Perry Veterinary Clinic, PLLC 401(k) match · 2024
Employer contribution per active participant$6,002
Median for plans this size$2,416

Perry Veterinary Clinic, PLLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
KARPUS INVESTMENT MANAGEMENT · Investment management$215,666

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$215,666 · 0.60%
Similar plansAgriculture, Forestry & Fishing · New York
Savatree, LLC NY$81.5M · 0.31%
Marshall Farms Group LTD NY$74.4M · 0.21%
American Kennel Club NY$73.1M · 0.29%
The Jockey Club NY$45.7M · 0.19%
Dairy One Cooperative, Inc. NY$38.9M · 0.17%
Byrne Dairy, Inc. NY$38.3M · 0.56%
S.S. Steiner, Inc. NY$20.9M · 0.34%
Aceto US, LLC NY$17.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161538773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.