Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Petfolk
Petfolk 401(k)
- Professional, scientific, and technical services
- Nc, NC
- EIN 83-4192297
- 1 plan with Schedule H financials
- Plan year 2024
- Petfolk Inc.
Total assets, end of year · Petfolk 401(k) Plan · plan year 2024
$3,537,064
220 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092831NAL0004181137001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092831NAL0004181137001, received 2025-10-15
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 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 220
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015092831NAL0004181137001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092831NAL0004181137001, received 2025-10-15
Administrative expenses per participant
$57.90
Higher than 25% of the 15,210 plans $1 to 10M that report it.
Source
= $12,737 / 220
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092831NAL0004181137001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092831NAL0004181137001, received 2025-10-15
Administrative expenses as a share of assets
0.360%
Higher than 35% of the 15,243 plans $1 to 10M that report it.
Source
= $12,737 / $3,537,064
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092831NAL0004181137001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092831NAL0004181137001, received 2025-10-15
Employer contributions per participant
$2,345
Higher than 82% of the 13,342 plans $1 to 10M that report it.
Source
= $515,967 / 220
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092831NAL0004181137001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092831NAL0004181137001, received 2025-10-15
Employer share of total contributions
31.6%
Higher than 60% of the 13,370 plans $1 to 10M that report it.
Source
= $515,967 / $1,630,352
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092831NAL0004181137001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015092831NAL0004181137001, received 2025-10-15
Plan terms, as stated in Petfolk Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015092831NAL0004181137001, received 2025-10-15
Full record, Petfolk 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PETFOLK INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Plan name | PETFOLK 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Sponsor EIN / plan number | 83-4192297 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Sponsor location | NC, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Industry (business code) | 541940, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Participants, beginning of year | 237 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Active participants | 222 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Participants, end of year | 305 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Participants with an account balance | 220 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Total assets, beginning of year | $1,910,945 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Total assets, end of year | $3,537,064 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Net assets, end of year | $3,537,064 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Total income | $1,946,591 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Net income | $1,626,119 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Employer contributions | $515,967 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Participant contributions | $865,839 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $248,546 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Total contributions | $1,630,352 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Benefit payments | $307,735 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $320,472 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Total administrative expenses | $12,737 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Investment advisory and management fees | $12,737 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Held in mutual funds | $3,499,805 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015092831NAL0004181137001, received 2025-10-15 |
| Independent auditor | LEE CPA AUDIT GROUP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015092831NAL0004181137001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015092831NAL0004181137001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLCrecordkeeper | RECORDKEEPER | 13 Contract administrator; 27 Investment advisory (plan); 51 Investment management fees paid directly by plan; 15 Recordkeeping and information management | $12,747 | no |
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 20251015092831NAL0004181137001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,910,944 | $3,537,064 | 85.1% |
| Participants with a balance | 154 | 220 | 42.9% |
| Administrative expenses | $5,430 | $12,737 | 134.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $335,189 | $515,967 | 53.9% |
Prior filing 20240723093216NAL0011024369001, received 2024-07-23; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: PETFOLK INC.; SEC registrant: Petfolk Inc. (CIK 1985790, matched by EIN).