Petfolk 401(k) match, vesting and fees
What Petfolk's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Petfolk: employer contribution per participant | $2,345 | |
| Peer median | $2,521 |
| Petfolk: average balance | $16,078 | |
| Peer median | $75,833 |
| Petfolk: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $641K at the end of plan year 2022 to $3.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 305 | $3.5M | $516K | $2,345 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 236 | $1.9M | $335K | $2,177 | 0.43% | Not published | 5500-SF ↗ |
| 2022 | 111 | $641K | $76K | $1,592 | 0.13% | Not published | 5500-SF ↗ |
Common questions
Does Petfolk match 401(k) contributions?
The match terms for the Petfolk 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $516K in employer contributions, about $2,345 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Petfolk 401(k) match vested?
The vesting schedule for the Petfolk 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Petfolk 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Petfolk Inc..
I left Petfolk. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Petfolk Inc., (888) 509-0960) or the recordkeeper, Human Interest Advisor LLC. The Petfolk old 401(k) page lists the contacts from every plan filing. Find an old Petfolk 401(k)
Data from the public Form 5500 annual reports Petfolk filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Petfolk. Not financial advice. Report a correction · Methodology