Employers › Petmed Express
Recordkeeping fees per participant · Petmed Express, Inc. 401(k) Plan · plan year 2024
$385.12
Higher than 98% of the 7,477 plans $1 to 10M that report it.
= $50,066 / 130
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250924141835NAL0008262464001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924141835NAL0008262464001, received 2025-09-24
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 2025-09-24.
Administrative expenses excluding investment management, per participant
$562.85
Higher than 99% of the 14,713 plans $1 to 10M that report it.
= $73,171 / 130
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250924141835NAL0008262464001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924141835NAL0008262464001, received 2025-09-24
Administrative expenses per participant
$562.85
Higher than 98% of the 15,210 plans $1 to 10M that report it.
= $73,171 / 130
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924141835NAL0008262464001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924141835NAL0008262464001, received 2025-09-24
Administrative expenses as a share of assets
0.821%
Higher than 76% of the 15,243 plans $1 to 10M that report it.
= $73,171 / $8,914,686
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924141835NAL0008262464001, received 2025-09-24
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250924141835NAL0008262464001, received 2025-09-24
Employer contributions per participant
$2,389
Higher than 83% of the 13,342 plans $1 to 10M that report it.
= $310,553 / 130
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924141835NAL0008262464001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924141835NAL0008262464001, received 2025-09-24
Employer share of total contributions
32.2%
Higher than 62% of the 13,370 plans $1 to 10M that report it.
= $310,553 / $965,124
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924141835NAL0008262464001, received 2025-09-24
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250924141835NAL0008262464001, received 2025-09-24
Employer match
“The Company matches 100% of the first 4% of the employee's contribution.”
Form 10-K filed 2026-06-02, for the year ended 2026-03-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2026-03-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250924141835NAL0008262464001, received 2025-09-24
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PETMED EXPRESS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Plan name | PETMED EXPRESS, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Sponsor EIN / plan number | 65-0680967 / 101 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Sponsor location | DELRAY BEACH, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Industry (business code) | 454110, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Filing received | 2025-09-24 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Participants, beginning of year | 238 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Active participants | 144 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Participants, end of year | 194 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Participants with an account balance | 130 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Total assets, beginning of year | $8,979,873 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Total assets, end of year | $8,914,686 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Net assets, end of year | $8,914,686 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Total income | $2,104,299 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Net income | $-65,187 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Employer contributions | $310,553 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Participant contributions | $606,675 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Other contributions (incl. rollovers) | $47,896 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Total contributions | $965,124 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Benefit payments | $2,096,315 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Total expenses (incl. benefit payments) | $2,169,486 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Total administrative expenses | $73,171 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Contract administrator fees | $23,105 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Recordkeeping fees | $50,066 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Administrative expenses excluding investment management | $73,171 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250924141835NAL0008262464001, received 2025-09-24 |
| Independent auditor | COULTER & JUSTUS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250924141835NAL0008262464001, received 2025-09-24 |
Position = column in the DOL layout for form year 2024. Filing 20250924141835NAL0008262464001, received 2025-09-24.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS COrecordkeeper | RECORD KEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees | $50,066 | yes |
| ADMIN. GROUP, LLC DBA TAG RESOURCESrecordkeeper | RECORD KEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 64 Recordkeeping fees | $23,105 | yes |
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 20250924141835NAL0008262464001, received 2025-09-24.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $8,979,873 | $8,914,686 | -0.7% |
| Participants with a balance | 136 | 130 | -4.4% |
| Administrative expenses | $69,489 | $73,171 | 5.3% |
| Recordkeeping fees per participant | $343.96 | $385.12 | 12.0% |
| Employer contributions | $326,054 | $310,553 | -4.8% |
Prior filing 20240911142245NAL0008635105001, received 2024-09-11; the plan years are contiguous.
Sponsor name as filed: PETMED EXPRESS, INC.; SEC registrant: PETMED EXPRESS INC (CIK 1040130, matched by EIN; display name from the Form 10-K cover).