Original filing (PDF)20250718095556NAL0000748067001

WAUNAKEE VETERINARY SERVICE

Name: WAUNAKEE VETERINARY SERVICE — WAUNAKEE VETERINARY SERVICE, S.C. 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: WAUNAKEE VETERINARY SERVICE

Form 5500-SF

FILING_RECEIVED

WAUNAKEE VETERINARY SERVICE, S.C. 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAUNAKEE VETERINARY SERVICE.

Plan sponsor

Name

WAUNAKEE VETERINARY SERVICE

EIN

39-1186036

Address

5620 COUNTY ROAD V · DEFOREST, WI · 53532

Phone

(608) 628-5466

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

2025-07-18

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

HEART + PAW, LLC

HEART + PAW 401(K) PLAN

$6.0M · 425 participants

VETERINARY ORTHOPEDIC IMPLANTS, INC.

MOVORA RETIREMENT PLAN

$6.0M · 128 participants

VETERINARY REFERRAL & CRITICAL CARE, INC.

VETERINARY REFERRAL & CRITICAL CARE, INC. EMPLOYEES' RETIREMENT PLAN

$6.0M · 51 participants

AVENUES PET HOSPITAL, INC.

AVENUES PET HOSPITAL 401(K) PROFIT SHARING PLAN

$6.0M · 15 participants

ST. MICHAEL VETERINARY CLINIC, P.A.

ST. MICHAEL VETERINARY CLINIC, P.A. 401(K) SAVINGS PLAN