Original filing (PDF)20251006134217NAL0003483537001

PET FOOD EXPERTS, INC.

Name: PET FOOD EXPERTS, INC. — PET FOOD EXPERTS, INC. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PET FOOD EXPERTS, INC.

Form 5500

FILING_RECEIVED

PET FOOD EXPERTS, INC. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

654

Accounts w/ balance

811

Plan assets (EOY)

$26.0M

Net assets (EOY)

$26.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PET FOOD EXPERTS, INC..

Plan sponsor

Name

PET FOOD EXPERTS, INC.

EIN

05-0444999

Address

175 MAIN STREET · PAWTUCKET, RI · 02860

Phone

(401) 334-8380

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BPAS	16-1503696	UTICA, NY	RECORDKEEPER	$78K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL WEALTH MANAGEMENT, INC	65-1226333	—	ADVISOR	$85K	—

Investments

1 pooled fund· $1.6M(6% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.