Plan Ledger DOL Form 5500 · updated monthly

University Veterinary Specialists, Inc.401(k)

UNIVERSITY VETERINARY SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

University Veterinary Specialists, Inc. reported $16,156 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,247 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 fell from 0.48% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Connecticut (806th of 1,106), and 8,575th of 11,654 in professional & technical services. In 2024, employees put in $3.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,290,999
Participants with balances145
Active participants138
Employer contributions$172,128
Employee contributions$681,719
Employer contribution per active participant$1,247
Average account balance$57,179
Benefits paid to participants$236,184
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 145 accts · $172K emplr
2023$6.1M · 170 accts · $181K emplr
2022$4.7M · 151 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,156
Total administrative$16,156
The University Veterinary Specialists, Inc. 401(k) match · 2024
Employer contribution per active participant$1,247
Median for plans this size$1,313
2024$1,247 per active participant
2023$1,178 per active participant
2022$1,158 per active participant

University Veterinary Specialists, Inc.'s 2024 employer contribution ran below 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$16,776
GFS WEALTH MANAGEMENT ADVISORS, INC · Investment advisory (plan)$7,951

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

Administrative cost history3
2024$16,156 · 0.22%
2023$14,300 · 0.26%
2022$23,226 · 0.48%
Similar plansProfessional & Technical Services · Connecticut
Budderfly, Inc. CT$9.3M · 0.60%
Morrow Sodali LLC CT$9.2M · 0.53%
Hyperfine Operations, Inc CT$8.9M · 0.21%
Bendett & McHugh, P.C. CT$8.2M · 0.31%
Operationsinc LLC CT$5.9M · 1.13%
Comprecare Health LLC CT$5.3M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272461725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.