Plan Ledger DOL Form 5500 · updated monthly

Tampa Bay Veterinary Operations Holding, LLC401(k)

TAMPA BAY VETERINARY OPERATIONS 401(K) PLAN · TAMPA, FL · plan year 2025

Reported admin expense ratio · 2025
1.16%

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

Tampa Bay Veterinary Operations Holding, LLC reported $75,704 in plan administrative expenses for 2025: 1.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,528 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 fell from 1.24% to 1.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,097th of 3,644), and 8,894th of 11,654 in professional & technical services. In 2025, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 142 to 161 since 2022.

Plan summary
Net assets, end of year$7,433,427
Participants with balances205
Active participants161
Employer contributions$407,019
Employee contributions$913,013
Employer contribution per active participant$2,528
Average account balance$36,261
Benefits paid to participants$658,821
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$7.4M · 205 accts · $407K emplr
2024$5.7M · 297 accts · $358K emplr
2023$4.1M · 252 accts · $295K emplr
2022$3.0M · 227 accts · $286K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$44,388
Investment management$31,316
Total administrative$75,704
The Tampa Bay Veterinary Operations Holding, LLC 401(k) match · 2025
Employer contribution per active participant$2,528
Median for plans this size$1,464
2025$2,528 per active participant
2024$2,036 per active participant
2023$1,956 per active participant
2022$2,012 per active participant

Tampa Bay Veterinary Operations Holding, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ASSETMARK RETIREMENT SERVICES, INC. · Recordkeeping$75,704

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

Recordkeeper by year3
2025ASSETMARK RETIREMENT SERVICES, INC.
2024ASSETMARK RETIREMENT SERVICES, INC.
2023ASSETMARK RETIREMENT SERVICES, INC.

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Administrative cost history4
2025$75,704 · 1.16%
2024$57,594 · 1.17%
2023$43,155 · 1.21%
2022$35,308 · 1.24%
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Source: U.S. Department of Labor, Form 5500 series, EIN 821185362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.