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Original filing (PDF)20251002162953NAL0000713777001
MIDWEST VETERINARY SUPPLY, INC.
Form 5500
FILING_RECEIVED
MIDWEST VETERINARY SUPPLY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
893
Accounts w/ balance
943
Plan assets (EOY)
$63.3M
Net assets (EOY)
$63.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDWEST VETERINARY SUPPLY, INC..
Plan sponsor
Name
MIDWEST VETERINARY SUPPLY, INC.
EIN
41-0844751
Address
21467 HOLYOKE AVE · LAKEVILLE, MN · 55044
Phone
(952) 894-4350
Industry
Wholesale Tradesee 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
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR/INVESTMENT ADV | $75K | — |
Investments
26 direct securities · 4 pooled funds· $63.3M(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
$56.5M
26 holdings
Common Collective Trust
$6.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund N/A | — | — | — | $8.1M | 12.9% | |
| Harbor Capital Appreciation Institutional Mutual fund N/A | — | — | — | $7.1M | 11.2% | |
| BlackRock Equity Dividend Mutual fund N/A | — | — | — | $5.6M | 8.8% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $5.2M | 8.2% | |
| Vanguard Target Retirement 2035 Mutual fund N/A | — | — | — | $5.0M | 7.9% | |
| Vanguard Midcap Index Adm Mutual fund N/A | — | — | — | $2.9M | 4.6% | |
| Vanguard Target Retirement 2030 Mutual fund N/A | — | — | — | $2.6M | 4.1% | |
| Vanguard Target Retirement 2045 Mutual fund N/A | — | — | — | $2.3M | 3.7% | |
| Oakmark International I Mutual fund N/A | — | — | — | $2.2M | 3.5% | |
| Vanguard Target Retirement 2050 Mutual fund N/A | — | — | — | $2.2M | 3.5% | |
| Similar Party Par, or Maturity Value Cost Value Baird Aggregate Bond Mutual fund N/A | — | — | — | $2.2M | 3.5% | |
| Vanguard Target Retirement 2055 Mutual fund N/A | — | — | — | $2.0M | 3.2% | |
| Vanguard Target Retirement 2025 Mutual fund N/A | — | — | — | $2.0M | 3.2% | |
| Vanguard Wellington Fund-Investor Mutual fund N/A | — | — | — | $1.8M | 2.8% | |
| Vanguard Small Cap Index Admiral Mutual fund N/A | — | — | — | $1.7M | 2.8% | |
| Vanguard Target Retirement 2040 Mutual fund N/A | — | — | — | $1.6M | 2.6% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.6% | |
| Vanguard Target Retirement 2060 Mutual fund N/A | — | — | — | $1.5M | 2.4% | |
| Canestoga Small Cap Investors Mutual fund N/A | — | — | — | $1.2M | 1.9% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.5% - | — | — | — | $971K | 1.5% | |
| Pioneer Strat Inc Y Mutual fund N/A | — | — | — | $684K | 1.1% | |
| Fidelity Emerging Markets Index Mutual fund N/A | — | — | — | $627K | 1.0% | |
| Virtus Real Estate I Mutual fund N/A | — | — | — | $448K | 0.7% | |
| Vanguard Inflation Protected Securities Fund Mutual fund N/A | — | — | — | $437K | 0.7% | |
| Vanguard Target Retirement Inc Mutual fund N/A | — | — | — | $424K | 0.7% | |
| Vanguard Target Retirement 2020 Mutual fund N/A | — | — | — | $350K | 0.6% | |
| Vanguard Target Retirement 2065 Mutual fund N/A | — | — | — | $315K | 0.5% | |
| Vanguard Target Retirement 2070 Mutual fund N/A | — | — | — | $25K | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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