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Original filing (PDF)20250929051240NAL0011775712001
PENN VETERINARY SUPPLY
Form 5500
FILING_RECEIVED
PENN VETERINARY 401K PLAN
401(k) retirement plan
Active participants
192
Accounts w/ balance
200
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENN VETERINARY SUPPLY.
Plan sponsor
Name
PENN VETERINARY SUPPLY
EIN
23-2183126
Address
53 INDUSTRIAL CIRCLE · LANCASTER, PA · 17601
Phone
(717) 656-4121
Industry
Wholesale 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TROUT CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
22 direct securities · 1 pooled fund· $10.2M(99% 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.
Registered Investment Companies
$9.9M
22 holdings
Common Collective Trust
$250K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 17.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 11.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 11.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 11.1% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $1.1M | 10.5% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $511K | 5.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $476K | 4.7% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $467K | 4.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $338K | 3.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $298K | 2.9% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $258K | 2.5% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $253K | 2.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $250K | 2.4% | |
| BLACKROCK INCOME K | Registered Investment Companies | — | — | $189K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $181K | 1.8% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $172K | 1.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $137K | 1.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $129K | 1.3% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $124K | 1.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $42K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | <0.1% |
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