Plan Ledger DOL Form 5500 · updated monthly

Wellhaven Pet Health, LLC401(k)

WELLHAVEN PET HEALTH 401(K) PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Wellhaven Pet Health, LLC reported $4,675 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $474 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 0.11% to 0.09%. 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 Washington (1,270th of 1,714), and 9,279th of 11,654 in professional & technical services. In 2024, employees put in $6.13 for every $1.00 the employer contributed; active participation has grown from 528 to 587 since 2022.

Plan summary
Net assets, end of year$6,293,216
Participants with balances420
Active participants587
Employer contributions$278,483
Employee contributions$1,705,986
Employer contribution per active participant$474
Average account balance$14,984
Benefits paid to participants$1,060,750
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 420 accts · $278K emplr
2023$4.3M · 357 accts · $225K emplr
2022$2.2M · 334 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,675
Total administrative$4,675
The Wellhaven Pet Health, LLC 401(k) match · 2024
Employer contribution per active participant$474
Median for plans this size$1,313
2024$474 per active participant
2023$416 per active participant
2022$375 per active participant

Wellhaven Pet Health, LLC's 2024 employer contribution ran below the $1,313 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 · 20243
THE BENEFIT PRACTICE · Other services$2,700
KESTRA ADVISORY SERVICES LLC · Investment advisory (participants) · Investment advisory (plan)indirect comp

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$4,675 · 0.09%
2023$3,500 · 0.11%
2022$1,800 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Washington
Valant Medical Solutions WA$6.7M · 0.08%
Snbl USA, LTD. WA$6.6M · 0.81%
Design Laboratory WA$6.5M · 0.08%
Seven Two, Inc. WA$6.5M · 0.57%
M.Torres America, Inc. WA$6.2M · 0.46%
Blink Interactive, Inc WA$6.1M · 0.01%
Hpm Corporation WA$6.1M · 0.77%
Tasso Inc. WA$5.8M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822088644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.