Tiffany Kelsey signed Midwest Veterinary Partners. LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midwest Veterinary Partners. LLC's EIN is 32-0541312.
Download the official 2024 Form 5500 (PDF) for Midwest Veterinary Partners. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midwest Veterinary Partners. LLC's 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $303K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $111K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Frdm Idx 2050 Prm Fd | Common Collective Trusts | — | $0 | $24.5M | 14.8% | |
| Fidelity Frdm Idx 2045 Prm Fd | Common Collective Trusts | — | $0 | $23.1M | 14.0% | |
| Fidelity Frdm Idx 2055 Prm Fd | Common Collective Trusts | — | $0 | $21.7M | 13.1% | |
| Fidelity Frdm Idx 2040 Prm Fd | Common Collective Trusts | — | $0 | $18.0M | 10.9% | |
| Fidelity Frdm Idx 2060 Prm Fd | Common Collective Trusts | — | $0 | $16.6M | 10.0% | |
| Fidelity Frdm Idx 2035 Prm Fd | Common Collective Trusts | — | $0 | $15.7M | 9.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $10.6M | 6.4% | |
| Fidelity Frdm Idx 2030 Prm Fd | Common Collective Trusts | — | $0 | $10.3M | 6.2% | |
| Fidelity Frdm Idx 2015 Prm Fd | Common Collective Trusts | — | $0 | $5.5M | 3.4% | |
| Fidelity Frdm Idx 2020 Prm Fd | Common Collective Trusts | — | $0 | $3.4M | 2.1% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.9M | 1.2% | |
| Fidelity Frdm Idx Inc Prm Fd | Common Collective Trusts | — | $0 | $1.9M | 1.2% | |
| Fidelity Frdm Idx 2025 Prm Fd | Common Collective Trusts | — | $0 | $1.9M | 1.2% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | $0 | $1.4M | 0.8% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.4M | 0.8% | |
| State Street EM Idx SL II Fd | Common Collective Trusts | — | $0 | $1.3M | 0.8% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $1.1M | 0.7% | |
| Fidelity Frdm Idx 2010 Prm Fd | Common Collective Trusts | — | $0 | $1.1M | 0.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $958K | 0.6% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $896K | 0.5% | |
| FIDELITY ADV SM CAP VAL Z FUND | Mutual Funds | — | $0 | $874K | 0.5% | |
| Prin LgCp S&P 500 Idx SA-NE | Common Collective Trusts | — | $0 | $756K | 0.5% | |
| Putnam Large Cp Value Trust IA | Mutual Funds | — | $0 | $695K | 0.4% | |
| John Hancock Bond R6 Fund | Other securities | — | $0 | $597K | 0.4% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $529K | 0.3% | |
| Inv Discov R6 Fd | Other securities | — | $0 | $397K | 0.2% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $355K | 0.2% | |
| Stable Value Fixed Income CIT | Stable Value | — | $0 | $262K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $262K | 0.2% | |
| AB US Lg Cp Gth CIT W Srs Cl L | Common Collective Trusts | — | $0 | $235K | 0.1% | |
| Fidelity Frdm Idx 2065 Prm Fd | Common Collective Trusts | — | $0 | $164K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $153K | <0.1% | |
| Prin SmCap S&P 600 Index SA-NE | Common Stocks | — | $0 | $153K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | $0 | $142K | <0.1% | |
| Principal Guaranteed Option | Other securities | — | $0 | $137K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $137K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $117K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $117K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $80K | <0.1% | |
| State St Wd Dv ex US Idx II Fd | Common Collective Trusts | — | $0 | $80K | <0.1% | |
| JHANCOCK STABLE VALUE I6 FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
