401k Record

Employers › American Pet Resort

American Pet Resort 401(k)

Administrative expenses excluding investment management, per participant · Pet Paradise 401(k) Plan · plan year 2023

$9.82

Higher than 9% of the 17,126 plans $1 to 10M that report it.

Source

= $1,385 / 141
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250430082628NAL0001676641001, received 2025-04-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250430082628NAL0001676641001, received 2025-04-30

10th: $10.83median $92.8690th: $271.69

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2025-04-30.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$9.82

10th: $16.05median $134.8990th: $338.53

Higher than 6% of the 17,762 plans $1 to 10M that report it.

Source

= $1,385 / 141
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250430082628NAL0001676641001, received 2025-04-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250430082628NAL0001676641001, received 2025-04-30

Administrative expenses as a share of assets

0.060%

10th: 0.056%median 0.483%90th: 1.081%

Higher than 11% of the 17,798 plans $1 to 10M that report it.

Source

= $1,385 / $2,295,310
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250430082628NAL0001676641001, received 2025-04-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250430082628NAL0001676641001, received 2025-04-30

Employer contributions per participant

$2,413

10th: $347median $1,29490th: $2,822

Higher than 84% of the 15,688 plans $1 to 10M that report it.

Source

= $340,238 / 141
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250430082628NAL0001676641001, received 2025-04-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250430082628NAL0001676641001, received 2025-04-30

Employer share of total contributions

32.0%

10th: 11.8%median 28.6%90th: 43.4%

Higher than 62% of the 15,721 plans $1 to 10M that report it.

Source

= $340,238 / $1,063,253
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250430082628NAL0001676641001, received 2025-04-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250430082628NAL0001676641001, received 2025-04-30

Plan terms, as stated in American Pet Resort, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250430082628NAL0001676641001, received 2025-04-30

Full record, Pet Paradise 401(k) Plan

FieldValueSource
Plan sponsorAMERICAN PET RESORT, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250430082628NAL0001676641001, received 2025-04-30
Plan namePET PARADISE 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250430082628NAL0001676641001, received 2025-04-30
Sponsor EIN / plan number83-0339925 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250430082628NAL0001676641001, received 2025-04-30
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250430082628NAL0001676641001, received 2025-04-30
Sponsor locationJACKSONVILLE, FLForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250430082628NAL0001676641001, received 2025-04-30
Industry (business code)812910, Other servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250430082628NAL0001676641001, received 2025-04-30
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250430082628NAL0001676641001, received 2025-04-30
Filing received2025-04-30Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250430082628NAL0001676641001, received 2025-04-30
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250430082628NAL0001676641001, received 2025-04-30
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250430082628NAL0001676641001, received 2025-04-30
Participants, beginning of year753Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250430082628NAL0001676641001, received 2025-04-30
Active participants1,327Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250430082628NAL0001676641001, received 2025-04-30
Participants, end of year1,364Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250430082628NAL0001676641001, received 2025-04-30
Participants with an account balance141Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250430082628NAL0001676641001, received 2025-04-30
Total assets, beginning of year$1,174,624Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250430082628NAL0001676641001, received 2025-04-30
Total assets, end of year$2,295,310Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250430082628NAL0001676641001, received 2025-04-30
Net assets, end of year$2,295,310Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250430082628NAL0001676641001, received 2025-04-30
Total income$1,365,860Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250430082628NAL0001676641001, received 2025-04-30
Net income$1,120,686Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250430082628NAL0001676641001, received 2025-04-30
Employer contributions$340,238Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250430082628NAL0001676641001, received 2025-04-30
Participant contributions$687,325Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250430082628NAL0001676641001, received 2025-04-30
Other contributions (incl. rollovers)$35,690Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250430082628NAL0001676641001, received 2025-04-30
Total contributions$1,063,253Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250430082628NAL0001676641001, received 2025-04-30
Benefit payments$140,922Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250430082628NAL0001676641001, received 2025-04-30
Total expenses (incl. benefit payments)$245,174Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250430082628NAL0001676641001, received 2025-04-30
Total administrative expenses$1,385Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250430082628NAL0001676641001, received 2025-04-30
Contract administrator fees$1,385Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250430082628NAL0001676641001, received 2025-04-30
Administrative expenses excluding investment management$1,385derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250430082628NAL0001676641001, received 2025-04-30
Held in common/collective trusts$9,291Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250430082628NAL0001676641001, received 2025-04-30
Held in mutual funds$2,030,254Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250430082628NAL0001676641001, received 2025-04-30
Independent auditorPIVOT CPASSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250430082628NAL0001676641001, received 2025-04-30

Position = column in the DOL layout for form year 2023. Filing 20250430082628NAL0001676641001, received 2025-04-30.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
PRINCIPAL LIFE INSURANCE COMPANYrecordkeeperCONTRACT ADMINISTRATOR 13 Contract administrator; 50 Direct payment from the plan; 64 Recordkeeping fees $1,385yes
MAI CAPITAL MANAGEMENT, LLCINVESTMENT ADVISORY 27 Investment advisory (plan); 99 Other fees $0yes
WILSHIRE ADVISORS LLCINVESTMENT ADVISORY 27 Investment advisory (plan); 72 Other investment fees and expenses $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250430082628NAL0001676641001, received 2025-04-30.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

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Sponsor name as filed: AMERICAN PET RESORT, LLC; SEC registrant: AMERICAN PET RESORT LLC (CIK 1397600, matched by EIN).