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Original filing (PDF)20251015183429NAL0007175136001
MOUNT LAUREL VETERINARY SERVICES
Form 5500
FILING_RECEIVED
MOUNT LAUREL VETERINARY SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
356
Accounts w/ balance
452
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNT LAUREL VETERINARY SERVICES.
Plan sponsor
Name
MOUNT LAUREL VETERINARY SERVICES
EIN
46-3673450
Address
220 MT LAUREL ROAD · MT LAUREL, NJ · 08054
Phone
(856) 234-7626
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
24 direct securities · 1 pooled fund· $15.7M(99% 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.
Registered Investment Companies
$15.5M
24 holdings
Common Collective Trust
$179K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $3.9M | 24.4% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $1.6M | 10.2% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $1.4M | 8.9% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $945K | 6.0% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $785K | 5.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $779K | 4.9% | |
| INVESCO GROWTH AND INCOME R6 | Registered Investment Companies | — | — | $750K | 4.7% | |
| PUTNAM INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $624K | 3.9% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $490K | 3.1% | |
| LORD ABBETT TOTAL RETURN R6 | Registered Investment Companies | — | — | $472K | 3.0% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $415K | 2.6% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $410K | 2.6% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $354K | 2.2% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $345K | 2.2% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $278K | 1.8% | |
| COLUMBIA SMALL CAP VALUE I I3 | Registered Investment Companies | — | — | $265K | 1.7% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $238K | 1.5% | |
| PUTNAM STABLE VALUE FUND 75 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $179K | 1.1% | |
| COLUMBIA LARGE CAP INDEX I2 | Registered Investment Companies | — | — | $161K | 1.0% | |
| COLUMBIA SMALL CAP INDEX I2 | Registered Investment Companies | — | — | $96K | 0.6% | |
| PIMCO STOCKSPLUS SMALL I | Registered Investment Companies | — | — | $39K | 0.2% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $32K | 0.2% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $18K | 0.1% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $6K | <0.1% |