How big is Puppyspot Group, LLC's plan?

Puppyspot Group, LLC's plan reported $5.4M in assets and 66 participants for 2024.

Original filing (PDF)20251014122116NAL0001367491001

Puppyspot Group, LLC

Name: Puppyspot Group, LLC — Puppyspot Group, LLC 401(k), Form 5500 (2024)
Creator: Puppyspot Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Puppyspot Group, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Puppyspot Group, LLC's Puppyspot Group, LLC 401(k) Profit Sharing Plan and Trust held $5.4M in plan assets for 66 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issued~78 bps in Sched C fees

Active participants

Accounts w/ balance

137

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Michele Canales signed Puppyspot Group, LLC's 2024 Form 5500 as plan administrator.

Michele Canales — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Puppyspot Group, LLC's EIN is 75-3203646.

EIN 75-3203646

Plan number 001

Plan year 2024

ACK ID 20251014122116NAL0001367491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Puppyspot Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Puppyspot Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PUPPYSPOT GROUP, LLC.

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 85K (11% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PUPPYSPOT GROUP, LLC

EIN

all filings

Address

333 WASHINGTON STREET · 3RD FLOOR · JERSEY CITY, NJ · 07302

Phone

(512) 426-7134

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES	22-3570392	—	ADVISOR	$17K	—

Investments

22 direct securities· $5.4M(100% of reported assets)

Mutual Funds

$4.2M

13 holdings

Common Collective Trusts

$970K

5 holdings

Other securities

$229K

4 holdings

					% of plan
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$820K	15.1%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$783K	14.4%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$772K	14.2%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$647K	11.9%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$582K	10.7%
MFS Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$476K	8.8%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$465K	8.6%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$224K	4.1%
Delaware Value Class R6 Mutual Fund * 116 Hartford International Opportunities Fund Class R6 Mutual Fund * 332 MassMutual Select Mid Cap Growth Class I Mutual Fund	Other securities	—	—	$113K	2.1%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$90K	1.7%
T. Rowe Price QM Small-Cap Stock Fund GR I Mutual Fund	Other securities	—	—	$76K	1.4%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$74K	1.4%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$74K	1.4%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$55K	1.0%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$46K	0.8%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$34K	0.6%
Allspring Special Mid Cap Value Fund - Class R6 Mutual Fund	Other securities	—	—	$28K	0.5%
PGIM Total Return Bond Fund Class R6 Mutual Fund * 856 PIMCO Income Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$24K	0.4%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$17K	0.3%
American Funds New World Class R6 Mutual Fund	Mutual Funds	—	—	$14K	0.3%
Boston Partners Small Cap Value II IS Mutual Fund	Other securities	—	—	$12K	0.2%
Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%