Original filing (PDF)20251015164327NAL0010369906001

HOBART ANIMAL CLINIC INC

Name: HOBART ANIMAL CLINIC INC — HOBART ANIMAL CLINIC INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HOBART ANIMAL CLINIC INC

Form 5500

FILING_RECEIVED

HOBART ANIMAL CLINIC INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

195

Accounts w/ balance

168

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOBART ANIMAL CLINIC INC.

Plan sponsor

Name

HOBART ANIMAL CLINIC INC

EIN

35-1154994

Address

2650 E STATE ROAD 130 · HOBART, IN · 463424730

Phone

(219) 942-4442

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$9K	—

Investments

28 direct securities · 1 pooled fund· $5.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$4.9M

28 holdings

Common Collective Trust

$418K

1 holding

					% of plan
Vanguard 500 Index Fund Mutual fund	Other securities	—	—	$984K	18.4%
Dodge & Cox Income Fund Mutual fund	Other securities	—	—	$878K	16.4%
Fidelity International Index Fund Mutual fund	Other securities	—	—	$636K	11.9%
MFS Growth Fund Mutual fund	Other securities	—	—	$424K	7.9%
THE STANDARD STABLE ASSET II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 690	Common Collective Trust	—	—	$418K	7.8%
JPMorgan Large Cap Value Fund Mutual fund	Other securities	—	—	$331K	6.2%
Vanguard Balanced Index Fund Mutual fund	Other securities	—	—	$289K	5.4%
Vanguard Target Retirement 2035 Fund Mutual fund	Other securities	—	—	$225K	4.2%
DFA U.S. Small Cap Portfolio Institutional Class Fund Mutual fund	Other securities	—	—	$209K	3.9%
Vanguard Target Retirement 2045 Fund Mutual fund	Other securities	—	—	$171K	3.2%
Vanguard Target Retirement 2050 Fund Mutual fund	Other securities	—	—	$163K	3.1%
Allspring Special Mid Cap Value Fund Mutual fund	Other securities	—	—	$124K	2.3%
Fidelity Mid Cap Growth Index Fund Mutual fund	Other securities	—	—	$122K	2.3%
Vanguard Target Retirement 2055 Fund Mutual fund	Other securities	—	—	$112K	2.1%
Vanguard Target Retirement 2025 Fund Mutual fund	Other securities	—	—	$46K	0.9%
Vanguard Target Retirement 2060 Fund Mutual fund	Other securities	—	—	$43K	0.8%
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$42K	0.8%
Vanguard Target Retirement Income Fund Mutual fund	Other securities	—	—	$32K	0.6%
Vanguard Target Retirement 2065 Fund Mutual fund	Other securities	—	—	$23K	0.4%
Vanguard Mid-Cap Index Fund Mutual fund	Other securities	—	—	$19K	0.3%
Vanguard Target Retirement 2040 Fund Mutual fund	Other securities	—	—	$14K	0.3%
Vanguard Target Retirement 2030 Fund Mutual fund	Other securities	—	—	$13K	0.2%
Vanguard Target Retirement 2070 Fund Mutual fund	Other securities	—	—	$8K	0.2%
BlackRock Multi-Asset Income Portfolio Fund Mutual fund	Other securities	—	—	$4K	<0.1%
Vanguard Target Retirement 2020 Fund Mutual fund	Other securities	—	—	$2K	<0.1%
American Funds New World Fund Mutual fund	Other securities	—	—	$2K	<0.1%
Vanguard Small Cap Value Index Fund Mutual fund	Other securities	—	—	$1K	<0.1%
Vanguard Explorer Fund Mutual fund	Other securities	—	—	$1K	<0.1%
Vanguard Real Estate Index Fund Mutual fund	Other securities	—	—	$1K	<0.1%

1–29 of 29

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$2.1M Dodge & Cox$878K Fidelity$800K T. Rowe Price$418K JPMorgan$331K Dimensional / DFA$209K Wells Fargo / Allspring$124K BlackRock / iShares$4K American Funds (Capital Group)

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