Dannielle Smallwood signed Strategic Pharmaceutical Solutions DBA Vetsource's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Pharmaceutical Solutions DBA Vetsource's EIN is 20-4318957.
Download the official 2024 Form 5500 (PDF) for Strategic Pharmaceutical Solutions DBA Vetsource from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Pharmaceutical Solutions DBA Vetsource's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPG FINANCIAL ADVISORS, LLC | 20-5282002 | — | INVESTMENT ADVISORY | $71K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.9M | 11.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.7M | 11.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.6M | 10.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.4M | 10.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $3.0M | 9.0% | |
| Vanguard Group Vanguard 500 Index Admiral Fd - | Common Collective Trusts | — | — | $2.9M | 8.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.1M | 6.2% | |
| JP Morgan Investment Management Co JP Morgan Large Cap Gr R6 Fd - | Common Stocks | — | — | $1.6M | 4.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $908K | 2.7% | |
| Columbia Funds Columbia Strat Income I3 Fund - | Other securities | — | — | $726K | 2.2% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fund - | Mutual Funds | — | — | $673K | 2.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $647K | 1.9% | |
| Dimensional Fund Advisors DFA Large Cap Int'I I Fd - | Mutual Funds | — | — | $628K | 1.9% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund - | Mutual Funds | — | — | $620K | 1.9% | |
| Participant Loans Interest: 5.25% - 10.50% - | Bonds / Notes | — | — | $412K | 1.2% | |
| Metropolitan Management Metropolitan WT TL RTN BD Plan - | Other securities | — | — | $393K | 1.2% | |
| MFS Investment Management MFS Value R6 Fund - | Mutual Funds | — | — | $364K | 1.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $315K | 0.9% | |
| JP Morgan Investment Management Co JP Morgan Emerg Mkt Core Eq R6 Fd - | Common Stocks | — | — | $258K | 0.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $178K | 0.5% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $115K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $41K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $14K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $534 | <0.1% |
