LUCY Shields-Henney signed Oakland Veterinary Referral Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oakland Veterinary Referral Services' EIN is 38-3102727.
Download the official 2024 Form 5500 (PDF) for Oakland Veterinary Referral Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oakland Veterinary Referral Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERV | — | IRVINE, CA | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.1M | 99.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE W.L. BURMEISTER COMPANY | 38-2928964 | GRAND RAPIDS, MI | CONTRACT ADMIN | $5K | — |
