GINA Birkett signed VCA Consultants, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VCA Consultants, Inc.'s EIN is 27-5244933.
Download the official 2024 Form 5500 (PDF) for VCA Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VCA Consultants, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | IRVINE, CA | RECORD KEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATTHEW A. BRADLEY DBA RBA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $3.0M | 17.3% | |
| American Funds | Mutual Funds | — | — | $2.7M | 15.6% | |
| American Funds | Mutual Funds | — | — | $2.6M | 14.7% | |
| American Funds | Mutual Funds | — | — | $2.5M | 14.3% | |
| American Funds | Mutual Funds | — | — | $1.6M | 9.2% | |
| American Funds | Mutual Funds | — | — | $1.2M | 7.0% | |
| American Funds | Mutual Funds | — | — | $831K | 4.7% | |
| American Funds | Mutual Funds | — | — | $477K | 2.7% | |
| American Funds | Mutual Funds | — | — | $408K | 2.3% | |
| American Funds | Mutual Funds | — | — | $383K | 2.2% | |
| American Funds | Mutual Funds | — | — | $348K | 2.0% | |
| American Funds | Mutual Funds | — | — | $258K | 1.5% | |
| Invesco | Mutual Funds | — | — | $150K | 0.9% | |
| Victory Sycamore | Other securities | — | — | $104K | 0.6% | |
| Victory Sycamore | Other securities | — | — | $101K | 0.6% | |
| Pimco | Mutual Funds | — | — | $90K | 0.5% | |
| American Funds | Mutual Funds | — | — | $86K | 0.5% | |
| American Funds | Mutual Funds | — | — | $84K | 0.5% | |
| Participant Loans | Participant loans | — | — | $79K | 0.4% | |
| American Funds | Mutual Funds | — | — | $66K | 0.4% | |
| Cohen & Steers | Other securities | — | — | $48K | 0.3% | |
| Clearbridge | Other securities | — | — | $43K | 0.2% | |
| American Funds | Mutual Funds | — | — | $39K | 0.2% | |
| Western | Other securities | — | — | $31K | 0.2% | |
| American Funds | Mutual Funds | — | — | $25K | 0.1% | |
| Invesco | Mutual Funds | — | — | $17K | <0.1% | |
| Pimco | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds | Mutual Funds | — | — | $3K | <0.1% | |
| PGIM | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEWPORT BEACH, CA |
| INVESTMENT ADVISOR |
| $2.3M |
| — |
| MATTHEW A. BRADLEY DBA RBA | — | NEWPORT BEACH, CA | INVESTMENT ADVISOR PLAN | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURED RETIREMENT ADMINISTRATORS,I | 95-3671020 | BREA, CA | CONTRACT ADMINISTRATOR | $17K | — |
| SECURED RETIREMENT ADMINISTRATORS | 95-3671020 | BREA, CA | CONTRACT ADMINISTRATOR | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID L. BUCK, CPA | 75-2988353 | CHINO, CA | AUDITOR | $7K | — |
| DAVID L. BUCK CPA | 75-2988353 | COSTA MESA, CA | AUDITOR | — | — |
