Original filing (PDF)20250923141532NAL0008142051001

MIDWEST VETERINARY PARTNERS. LLC

Name: MIDWEST VETERINARY PARTNERS. LLC — MIDWEST VETERINARY PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: MIDWEST VETERINARY PARTNERS. LLC

Form 5500

FILING_RECEIVED

MIDWEST VETERINARY PARTNERS 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

7,950

Accounts w/ balance

4,716

Plan assets (EOY)

$165.5M

Net assets (EOY)

$165.5M

How this plan invests

This plan

10 pooled trusts

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

Knocking points off

25 bps in Schedule C fees — 150% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.
59% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST VETERINARY PARTNERS. LLC.

Plan sponsor

Name

MIDWEST VETERINARY PARTNERS. LLC

EIN

32-0541312

Address

20450 CIVIC CENTER DRIVE · SOUTHFIELD, MI · 480764135

Phone

(630) 484-4371

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

2025-09-23

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	43-1270780	—	INVESTMENT ADVISORY	$111K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$303K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING, LLC	84-4519624	—	INV ADV, PARTICIPANTS	$0	—

Investments

31 direct securities · 10 pooled funds· $169.5M(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

$164.4M

31 holdings

Common Collective Trust

$3.9M

7 holdings

Pooled Separate Account

$1.2M

3 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Frdm Idx 2050 Prm Fd	—	—	$0	$24.5M	14.8%
Fidelity Frdm Idx 2045 Prm Fd	—	—	$0	$23.1M	14.0%
Fidelity Frdm Idx 2055 Prm Fd	—	—	$0	$21.7M	13.1%
Fidelity Frdm Idx 2040 Prm Fd	—	—	$0	$18.0M	10.9%
Fidelity Frdm Idx 2060 Prm Fd	—	—	$0	$16.6M	10.0%
Fidelity Frdm Idx 2035 Prm Fd	—	—	$0	$15.7M	9.5%
Fidelity US Bond Index Fund	—	—	$0	$10.6M	6.4%
Fidelity Frdm Idx 2030 Prm Fd	—	—	$0	$10.3M	6.2%
Fidelity Frdm Idx 2015 Prm Fd	—	—	$0	$5.5M	3.4%
Fidelity Frdm Idx 2020 Prm Fd	—	—	$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	—	—	$0	$1.9M	1.2%
Fidelity Frdm Idx 2025 Prm Fd	—	—	$0	$1.9M	1.2%
Fidelity Total Int Idx Fund	—	—	$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	—	—	$0	$1.3M	0.8%
Fidelity Sm Cap Index Fund	—	—	$0	$1.1M	0.7%
Fidelity Frdm Idx 2010 Prm Fd	—	—	$0	$1.1M	0.6%
Fidelity 500 Index Fund	—	—	$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	—	—	$0	$874K	0.5%
Prin LgCp S&P 500 Idx SA-NE	—	—	$0	$756K	0.5%
Putnam Large Cp Value Trust IA	—	—	$0	$695K	0.4%
John Hancock Bond R6 Fund	—	—	$0	$597K	0.4%
MFS Intl Diversification R6 Fd	—	—	$0	$529K	0.3%
Inv Discov R6 Fd	—	—	$0	$397K	0.2%
Fidelity Mid Cp Index Fund	—	—	$0	$355K	0.2%
Stable Value Fixed Income CIT	—	—	$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	—	—	$0	$235K	0.1%
Fidelity Frdm Idx 2065 Prm Fd	—	—	$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	—	—	$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	—	—	$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	—	—	$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	—	—	$0	$80K	<0.1%
JHANCOCK STABLE VALUE I6 FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001	Common Collective Trust	—	—	$0	<0.1%