Original filing (PDF)20250818110349NAL0001166129001

TRI-STATE VETERINARY GROUP

Name: TRI-STATE VETERINARY GROUP — TRI-STATE VETERINARY GROUP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: TRI-STATE VETERINARY GROUP

Form 5500-SF

FILING_RECEIVED

TRI-STATE VETERINARY GROUP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TRI-STATE VETERINARY GROUP

EIN

14-1800585

Address

7915 STATE ROUTE 22 · COPAKE FALLS, NY · 12517

Phone

(518) 329-6161

Industry

Professional & Technical Servicessee all

Plan administrator

Name

COMPASS 360, LLC

EIN

81-1939215

City

STRATHAM, NH

Phone

(603) 357-7220

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-15

Filed

2025-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

HUNTINGTON ANIMAL HOSPITAL

HUNTINGTON ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN

CORNERSTONE ANIMAL HOSPTIAL, PA

CORNERSTONE ANIMAL HOSPTIAL, PA 401(K) PLAN

KARA HOLDINGS, LLC DBA PONTCHARTRAIN ANIMAL HOSPITAL

PONTCHARTRAIN ANIMAL HOSPITAL 401(K) PLAN

WEIDNER VETERINARY SERVICES PC

WEIDNER VETERINARY SERVICES PC MEDOVA LIFESTYLE HEALTH PLAN

EVANS EAST ANIMAL HOSPITAL

EVANS EAST ANIMAL HOSPITAL, P.C. 401(K) PLAN