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Original filing (PDF)20251013090834NAL0000403763001
COMMUNITY VETERINARY PARTNERS
Form 5500
FILING_RECEIVED
COMMUNITY VETERINARY PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
2,966
Accounts w/ balance
1,996
Plan assets (EOY)
$95.6M
Net assets (EOY)
$95.6M
How this plan invests
This plan
42 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY VETERINARY PARTNERS.
Plan sponsor
Name
COMMUNITY VETERINARY PARTNERS
EIN
27-1126809
Address
100 N. 20TH STREET · SUITE 305 · PHILADELPHIA, PA · 19103
Phone
(215) 302-4000
Industry
Professional & Technical Servicessee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $121K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $80K | — |
Investments
33 direct securities · 42 pooled funds· $95.6M(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.
Uncategorized
$86.2M
32 holdings
Mutual Funds
$8.3M
1 holding
Common Collective Trust
$1.2M
2 holdings
Pooled Separate Account
$0
40 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $9.9M | 10.3% | |
| Fidelity 500 Index Fund N/R | — | — | — | $9.1M | 9.6% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $9.1M | 9.5% | |
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $8.3M | 8.7% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $7.6M | 7.9% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $6.9M | 7.2% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $6.5M | 6.8% | |
| Vanguard Growth Index Admiral N/R | — | — | — | $6.2M | 6.5% | |
| Vanguard Target Retirement 2060 Fund N/R | — | — | — | $5.8M | 6.0% | |
| Vanguard Wellington Admiral N/R | — | — | — | $5.1M | 5.4% | |
| Vanguard Target Retirement 2025 Fund N/R | — | — | — | $4.9M | 5.2% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $2.0M | 2.1% | |
| Vanguard Value Index Admiral N/R | — | — | — | $1.8M | 1.9% | |
| Vanguard Target Retirement Inc N/R | — | — | — | $1.6M | 1.7% | |
| Fidelity International Index Fund N/R | — | — | — | $1.4M | 1.4% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $1.3M | 1.4% | |
| JP Morgan JPM LG Cap Growth R6 N/R | — | — | — | $1.2M | 1.2% | |
| PIONEER BOND MSG GREAT GRAY TRUST COMPANY, LLC · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $828K | 0.9% | |
| Vanguard SMCP GR Index Admiral N/R | — | — | — | $793K | 0.8% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $773K | 0.8% | |
| Vanguard MDCPVAL Index Admiral N/R | — | — | — | $668K | 0.7% | |
| Vanguard MDCPGR Index Admiral N/R | — | — | — | $625K | 0.7% | |
| JP Morgan JPM US Value R6 Fund N/R | — | — | — | $375K | 0.4% | |
| Blackrock high Yield Inst. Fund N/R | — | — | — | $357K | 0.4% | |
| Vanguard Target Retirement 2020 Fund N/R | — | — | — | $296K | 0.3% | |
| DFA US Target Value I N/R | — | — | — | $279K | 0.3% | |
| Fully Benefit-Responsive Investment Contract Lincoln Life Lincoln Stable Value Fund N/R | — | — | — | $245K | 0.3% | |
| Fidelity INFL PR BD Index Fund N/R | — | — | — | $230K | 0.2% | |
| Vanguard EM Stock Index Admiral N/R | — | — | — | $163K | 0.2% | |
| J H ENTERPRISE MS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $154K | 0.2% | |
| Vanguard SMCPVL Index Admiral N/R 61 DFA Real Estate SEC I N/R | — | — | — | $132K | 0.1% | |
| Vanguard Target Retirement 2070 Fund N/R | — | — | — | $111K | 0.1% | |
| Fidelity Small Cap GR K6 N/R | — | — | — | $34K | <0.1% | |
| Money Market Account * Fidelity Government Money Market K6 N/R | — | — | — | $8K | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INCOME FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER CONSERVATIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA REAL ESTATE SECURITIES JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACK ROCK HIGH YIELD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EMERGING MKTS STK IND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM JENNISON MID CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL CAP GROWTH INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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