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Original filing (PDF)20250730114353NAL0002310499001
PETSMART, LLC
Form 5500
FILING_RECEIVED
PETSMART, INC. SAVESMART 401(K) PLAN
401(k) retirement plan
Active participants
46,794
Accounts w/ balance
15,099
Plan assets (EOY)
$667.2M
Net assets (EOY)
$667.2M
How this plan invests
This plan
28 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 14 bps in Schedule C fees — 138% above peer band of 6 bps.
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETSMART, LLC.
Plan sponsor
Name
PETSMART, LLC
EIN
94-3024325
Address
19601 NORTH 27TH AVENUE · PHOENIX, AZ · 85027
Phone
(623) 587-2732
Industry
Retail Tradesee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP CO LLC | 04-2647786 | — | RECORDKEEPER | $777K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $92K | — |
| ABD RETIREMENT SERVICES, INC | 80-0833114 | — | CONSULTANT | $82K | — |
Investments
9 direct securities · 28 pooled funds· $667.2M(100% 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.
Common Collective Trust
$493.8M
28 holdings
Uncategorized
$162.1M
8 holdings
Mutual Funds
$11.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND POOL8536189 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $101.9M | 15.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2050 T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $71.8M | 10.8% | |
| T. ROWE PRICE RETIREMENT BLEND 2040 T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $62.2M | 9.3% | |
| Fidelity 500 Index FDInstitutional Mutual fund | — | — | — | $55.7M | 8.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2055 T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $54.3M | 8.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2030 T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $49.2M | 7.4% | |
| T. ROWE PRICE RETIREMENT BLEND 2060 T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $39.4M | 5.9% | |
| T. ROWE PRICE RETIREMENT BLEND 2045 T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $36.6M | 5.5% | |
| T. ROWE PRICE RETIREMENT BLEND 2035 T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $23.0M | 3.4% | |
| Victory Sycamore Established Value R6 Mutual fund | — | — | — | $19.9M | 3.0% | |
| Vanguard Equity Income Fund Admiral Shares Mutual fund | — | — | — | $19.0M | 2.9% | |
| Dodge & Cox Income Fund Class X Mutual fund | — | — | — | $18.2M | 2.7% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $16.0M | 2.4% | |
| MFS Intl Diversification R6 Mutual fund | — | — | — | $15.9M | 2.4% | |
| Participant Loans 10.50% — | — | — | — | $14.8M | 2.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2020 T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $14.0M | 2.1% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $14.0M | 2.1% | |
| Black Rock Advantage Small Cap Core Fund Class K Mutual fund | Mutual Funds | — | — | $11.3M | 1.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $11.0M | 1.6% | |
| T. ROWE PRICE RETIREMENT BLEND 2065 T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $8.5M | 1.3% | |
| Fidelity Global ex US Index Fund Mutual fund | — | — | — | $4.7M | 0.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2010 T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.6% | |
| T. ROWE PRICE RETIREMENT BLEND 2015 T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2005 T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $696K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2045 T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2050 T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2060 T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2035 T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2030 T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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