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Original filing (PDF)20251014122031NAL0001366179001
CARTHAGE VETERINARY SERVICE, LTD.
Form 5500
FILING_RECEIVED
CARTHAGE VETERINARY SERVICE, LTD. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
64% in single holding
Active participants
137
Accounts w/ balance
182
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 64% of plan.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARTHAGE VETERINARY SERVICE, LTD..
Plan sponsor
Name
CARTHAGE VETERINARY SERVICE, LTD.
EIN
37-1077149
Address
303 N. 2ND STREET · CARTHAGE, IL · 62321
Phone
(217) 357-2811
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
KERBER, ECK & BRAECKEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER LLC | 20-4553256 | — | RECORDKEEPER | $20K | — |
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 | — | RECORDKEEPER | $314 | — |
| CHARLES SCHWAB & CO | 94-1737782 | — | RECORDKEEPER | $63 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | CONSULTANT | $2K | — |
Investments
2 pooled funds· $276K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND 50 MERRILL LYNCH, PIERCE FENNER & SMITH INC. · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $175K | 0.9% | |
| PUTNAM STABLE VALUE FUND 50 GM MERRILL LYNCH, PIERCE FENNER & SMITH INC. · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $100K | 0.5% |
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