How big is ERIN Rojas' plan?

ERIN Rojas' plan reported $156.6M in assets and 8,200 participants for 2022.

Original filing (PDF)20240319104144NAL0000584193001

ERIN Rojas

Name: ERIN Rojas — Vetcor 401(k) Plan, Form 5500 (2022)
Creator: ERIN Rojas
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vetcor 401(k) Plan

401(k) retirement plan · ERIN Rojas' Vetcor 401(k) Plan held $156.6M in plan assets for 8,200 participants in 2022, with Fidelity as recordkeeper.

Signals · 2

Late filing · 4.1 moCorrective distributions issued

Active participants

8,200

Accounts w/ balance

3,902

Plan assets (EOY)

$156.6M

Net assets (EOY)

$155.8M

People on this filing

ERIN Rojas signed ERIN Rojas' 2022 Form 5500 as plan administrator.

ERIN Rojas — 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

ERIN Rojas' EIN is 04-3389090.

EIN 04-3389090

Plan number 001

Plan year 2022

ACK ID 20240319104144NAL0000584193001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for ERIN Rojas from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

ERIN Rojas' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

65 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 4.1 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

ERIN ROJAS

DBA

VETCOR MANAGEMENT COMPANY LLC

EIN

all filings

Address

141 LONGWATER DR · NORWELL, MA · 02061

Phone

(781) 749-8151

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-03-19

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$216K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$40K	—

Other service providers

Investments

65 direct securities· $150.0M(96% of reported assets)

Other securities

$113.3M

28 holdings

Common Collective Trusts

$16.4M

4 holdings

Mutual Funds

$14.9M

30 holdings

Stable Value

$2.8M

1 holding

Common Stocks

$1.8M

1 holding

Bonds / Notes

$823K

1 holding

					% of plan
AF BALANCED R6 Mutual Fund	Other securities	—	—	$14.6M	9.3%
FID 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$13.2M	8.4%
TRP RETIRE I 2045 I Mutual Fund	Other securities	—	—	$10.9M	7.0%
TRP RETIRE I 2040 I Mutual Fund	Other securities	—	—	$9.6M	6.1%
TRP RETIRE I 2035 I Mutual Fund	Other securities	—	—	$9.4M	6.0%
TRP RETIRE I 2050 I Mutual Fund	Other securities	—	—	$9.3M	5.9%
TRP RETIRE I 2055 I Mutual Fund	Other securities	—	—	$8.8M	5.6%
TRP RETIRE I 2030 I Mutual Fund	Other securities	—	—	$8.7M	5.6%
TRP RETIRE I 2025 I Mutual Fund	Other securities	—	—	$7.9M	5.1%
TRP RETIRE I 2060 I Mutual Fund	Other securities	—	—	$4.8M	3.1%
AS SPL MID CP VAL R6 Mutual Fund	Other securities	—	—	$4.4M	2.8%
AB LG CAP GRTH Z Mutual Fund	Other securities	—	—	$3.9M	2.5%
Lincoln Stable Value Account - Fully Benefit-Responsive Fixed Rate Annuity	Stable Value	—	—	$2.8M	1.8%
WA CORE BOND IS Mutual Fund	Other securities	—	—	$2.6M	1.7%
PGIM J INTL OPP R6 Mutual Fund	Other securities	—	—	$2.5M	1.6%
TRP RETIRE I 2020 I Mutual Fund	Other securities	—	—	$2.3M	1.5%
INVS EQLWT S&P500 R6 Mutual Fund	Other securities	—	—	$2.3M	1.4%
VRTS KAR SM CP GR R6 Mutual Fund	Other securities	—	—	$2.1M	1.4%
VICTORY S SMCO OP R6 Mutual Fund	Other securities	—	—	$2.0M	1.3%
American Funds American Balanced Fund Mutual Fund	Mutual Funds	—	—	$1.8M	1.1%
COL DIVIDEND INC I3 Mutual Fund	Common Stocks	—	—	$1.8M	1.1%
BARON FOCUSED GR R6 Mutual Fund	Other securities	—	—	$1.7M	1.1%
VANG MIDCAP IDX ADM Mutual Fund	Common Collective Trusts	—	—	$1.6M	1.0%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.6M	1.0%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.6M	1.0%
American Funds The Growth Fund of America Mutual Fund	Mutual Funds	—	—	$1.5M	0.9%
INVS DEVELOP MKT R6 Mutual Fund	Other securities	—	—	$1.1M	0.7%
American Funds 2055 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.0M	0.6%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$999K	0.6%
Morgan Stanley Insight Fund R6 Mutual Fund	Other securities	—	—	$968K	0.6%
American Funds 2035 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$923K	0.6%
HTFD CORE EQUITY R6 Mutual Fund	Other securities	—	—	$900K	0.6%
FID GOVT MMKT K6 Mutual Fund	Mutual Funds	—	—	$862K	0.6%
VAN REAL EST IDX ADM Mutual Fund	Common Collective Trusts	—	—	$827K	0.5%
AF INFL LINKED BD R6 Mutual Fund	Other securities	—	—	$824K	0.5%
Participant Loans (5.25% - 9.00%) - 0 -	Bonds / Notes	—	—	$823K	0.5%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$714K	0.5%
VANG DEV MKT IDX ADM Mutual Fund	Common Collective Trusts	—	—	$696K	0.4%
TRP US HIGH YIELD I Mutual Fund	Other securities	—	—	$621K	0.4%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$509K	0.3%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$488K	0.3%
American Funds Washington Mutual Investors Fund Mutual Fund	Mutual Funds	—	—	$450K	0.3%
GMO RESOURCES R6 Mutual Fund	Other securities	—	—	$425K	0.3%
TRP RETIRE I 2015 I Mutual Fund	Other securities	—	—	$389K	0.2%
American Funds AMCAP Fund Mutual Fund	Mutual Funds	—	—	$345K	0.2%
American Funds the Income Fund of America Mutual Fund	Mutual Funds	—	—	$310K	0.2%
AB GLOBAL BOND Z Mutual Fund	Other securities	—	—	$237K	0.2%
American Funds SmallCap World Fund Mutual Fund	Mutual Funds	—	—	$234K	0.1%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$191K	0.1%
American Funds Investment Company of America Mutual Fund	Mutual Funds	—	—	$182K	0.1%