Back to filter
Original filing (PDF)20251010103627NAL0007960817001
SKIPPER PETS, INC.
Form 5500
FILING_RECEIVED
SKIPTOWN 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
200
Accounts w/ balance
153
Plan assets (EOY)
$25K
Net assets (EOY)
$23K
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock MktIdx Adm Mutual Fund" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SKIPPER PETS, INC..
Plan sponsor
Name
SKIPPER PETS, INC.
EIN
81-1341960
Address
222 RAMPART ST · CHARLOTTE, NC · 28203
Phone
(704) 343-6658
Industry
Other Services (ex. Public Admin)see all
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $25K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock MktIdx Adm Mutual Fund | — | — | — | $11K | 42.2% | |
| Vanguard Total Intl StockIndex Admiral Mutual Fund | — | — | — | $7K | 29.4% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $4K | 14.1% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $2K | 8.0% | |
| Vanguard Total Intl Bd IdxAdmiral Mutual Fund | — | — | — | $2K | 6.3% |
Related plans
Similar-size Other Services (ex. Public Admin) plans
VALLEY BOARDING KENNEL LLC
VALLEY BOARDING KENNELS LLC
$25K · 1 participants
LOVE CITY VET PLLC
LOVE CITY VET 401(K) PLAN
$25K · 13 participants
DOG DAYS & CAT NAPS LLC
DOG DAYS & CAT NAPS LLC 401(K) PLAN
$25K · 2 participants
DIEGO DOGS INC
DIEGO DOGS, INC
$25K · 1 participants
LIVING TREASURES II INC
LIVING TREASURES II INC 401(K) PLAN
$25K · 28 participants
SPL DC, INC. DBA SOMERSET PET LODGE
SOMERSET PET LODGE 401(K) PLAN
$25K · 7 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants