Vetcor 401(K) Plan — Form 5500 plan (Erin Rojas)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Vetcor 401(K) Plan is a benefit plan reported by Erin Rojas under EIN 04-3548552 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,841 participants and $223,389,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Erin Rojas
EIN
04-3548552
Plan number
001
Plan type
2
Location
Norwell, MA
Latest filing year
2023
Participants
8,841
End-of-year plan assets
$223,389,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,841H, C20241014142043NAL0027544593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$223,389,965
Total liabilities (EOY)
$1,925,784
Net assets (EOY)
$221,464,181
Net assets (BOY)
$155,788,646

Income & contributions

Employer contributions
$7,814,074
Participant contributions
$31,252,062
Total contributions
$49,207,159
Total income / additions
$80,645,186

Expenses & distributions

Benefits paid
$13,706,554
Administrative expenses
$301,319
Total expenses
$14,969,651
Net increase / (decrease)
$65,675,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$260,569$02023
Wells Fargo Clearing Services LLCADVISOR$30,000not reported in the loaded dataset2023
Cbiz Operations IncACCOUNTANT/AUDITOR$10,750not reported in the loaded dataset2023

Related Form 5500 pages