Kerry Corgan signed Community Veterinary Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Community Veterinary Partners' EIN is 27-1126809.
Download the official 2024 Form 5500 (PDF) for Community Veterinary Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Community Veterinary Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $9.9M | 10.3% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $9.1M | 9.6% | |
| Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $9.1M | 9.5% | |
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $8.3M | 8.7% | |
| Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $7.6M | 7.9% | |
| Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $6.9M | 7.2% | |
| Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $6.5M | 6.8% | |
| Vanguard Growth Index Admiral N/R | Mutual Funds | — | — | $6.2M | 6.5% | |
| Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $5.8M | 6.0% | |
| Vanguard Wellington Admiral N/R | Mutual Funds | — | — | $5.1M | 5.4% | |
| Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $4.9M | 5.2% | |
| Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $2.0M | 2.1% | |
| Vanguard Value Index Admiral N/R | Mutual Funds | — | — | $1.8M | 1.9% | |
| Vanguard Target Retirement Inc N/R | Mutual Funds | — | — | $1.6M | 1.7% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $1.4M | 1.4% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 1.4% | |
| JP Morgan JPM LG Cap Growth R6 N/R | Other securities | — | — | $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 | Common Collective Trusts | — | — | $828K | 0.9% | |
| Vanguard SMCP GR Index Admiral N/R | Mutual Funds | — | — | $793K | 0.8% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $773K | 0.8% | |
| Vanguard MDCPVAL Index Admiral N/R | Mutual Funds | — | — | $668K | 0.7% | |
| Vanguard MDCPGR Index Admiral N/R | Mutual Funds | — | — | $625K | 0.7% | |
| JP Morgan JPM US Value R6 Fund N/R | Other securities | — | — | $375K | 0.4% | |
| Blackrock high Yield Inst. Fund N/R | Other securities | — | — | $357K | 0.4% | |
| Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $296K | 0.3% | |
| DFA US Target Value I N/R | Mutual Funds | — | — | $279K | 0.3% | |
| Fully Benefit-Responsive Investment Contract Lincoln Life Lincoln Stable Value Fund N/R | Stable Value | — | — | $245K | 0.3% | |
| Fidelity INFL PR BD Index Fund N/R | Common Collective Trusts | — | — | $230K | 0.2% | |
| Vanguard EM Stock Index Admiral N/R | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $132K | 0.1% | |
| Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $111K | 0.1% | |
| Fidelity Small Cap GR K6 N/R | Mutual Funds | — | — | $34K | <0.1% | |
| Money Market Account * Fidelity Government Money Market K6 N/R | Mutual Funds | — | — | $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% |
