Retirement plan

DELANO VETERINARY HOSPITAL 401(K) PLAN

Name: DELANO VETERINARY INC. - DELANO VETERINARY HOSPITAL 401(K) PLAN (2024) Form 5500
Creator: DELANO VETERINARY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELANO VETERINARY HOSPITAL 401(K) PLAN, DELANO VETERINARY INC.

DELANO VETERINARY INC.EIN 81-4788142Plan #001PY 2024

726 S. HIGH STREET - DELANO, CA 93215661-725-8614yelp.com/biz/delano-veterinary-hospital-delanoLinkedIn1-10 employeesveterinary

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$118K

+52.7% from 2023

Total participants

+14.3% from 2023

Average account balance

$16,834

+52.7% from 2023

Annual return

9.42%

-3.96 pp from 2023

Benchmarks

See 143,710 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort143,710 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$118K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$17K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$62

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$433

$72 / participant

Other / not subdivided$433100.0%

% of EOY assets

0.367%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,834

$160,040-89.5%

$147,096-88.6%

$145,877-88.5%

Participation rate

83.3%

84.0%-0.7pp

82.2%+1.2pp

80.3%+3.0pp

Annual return

9.42%

98.49%-89.1pp

419.75%-410.3pp

551.28%-541.9pp

Employer contribution / active EE

$1,061

$5,289-79.9%

$4,936-78.5%

$4,663-77.2%

Participant deferral / active EE

$4,504

$8,429-46.6%

$8,071-44.2%

$6,691-32.7%

Admin fee / account holder

$62

$15,050-99.6%

$13,005-99.5%

$13,402-99.5%

DELANO VETERINARY HOSPITAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELANO VETERINARY HOSPITAL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion