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Original filing (PDF)20250915175325NAL0001671136001
SOUTHERN VETERINARY PARTNERS, LLC
Form 5500
FILING_RECEIVED
SOUTHERN VETERINARY PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
10,271
Accounts w/ balance
4,589
Plan assets (EOY)
$183.0M
Net assets (EOY)
$183.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 23 bps in Schedule C fees — 126% above peer band of 10 bps.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN VETERINARY PARTNERS, LLC.
Plan sponsor
Name
SOUTHERN VETERINARY PARTNERS, LLC
EIN
47-1908537
Address
2204 LAKESHORE DR. · STE. 325 · BIRMINGHAM, AL · 35209
Phone
(205) 644-8577
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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARRANT AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $349K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS | 47-1534832 | — | RETAINED BY EMPLOYER | $65K | — |
Investments
30 direct securities · 1 pooled fund· $183.0M(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
$181.7M
30 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JHancock MMngr 2050 Lftm R6 Mutual fund | — | — | — | $21.6M | 11.8% | |
| JHancock MMngr 2055 Lftrn R6 Mutual fund | — | — | — | $21.0M | 11.5% | |
| JHancock MMngr 2045 Lftm R6 Mutual fund | — | — | — | $20.3M | 11.1% | |
| Fidelity 500 Index Fd Mutual fund | — | — | — | $18.4M | 10.0% | |
| JHancock MMngr 2060 Lftm R6 Mutual fund | — | — | — | $17.9M | 9.8% | |
| JHancock MM ngr 2040 Lftm R6 Mutual fund | — | — | — | $15.4M | 8.4% | |
| JHancock MMngr 2035 Lftrn R6 Mutual fund | — | — | — | $13.5M | 7.4% | |
| JHancock MMngr 2030 Lftm R6 Mutual fund | — | — | — | $10.8M | 5.9% | |
| JHancock MMngr 2025 Lftm R6 Mutual fund | — | — | — | $4.9M | 2.7% | |
| Fidelity Adv Growth Opport Z Mutual fund | — | — | — | $4.3M | 2.4% | |
| Baird Core Plus Bond Inst Mutual fund | — | — | — | $4.0M | 2.2% | |
| JPMorgan US Value R6 Mutual fund | — | — | — | $3.9M | 2.1% | |
| JHancock MMngr 2065 Lt Port R6 Mutual fund | — | — | — | $3.5M | 1.9% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $2.8M | 1.5% | |
| TRP Overseas Stock I Mutual fund | — | — | — | $2.7M | 1.5% | |
| American New Perspective R6 Mutual fund | — | — | — | $2.4M | 1.3% | |
| Fid Advisor Small Cap Growth Z Mutual fund | — | — | — | $2.3M | 1.3% | |
| Fidelity Sm Cap Index Fund Mutual fund | — | — | — | $2.3M | 1.3% | |
| JHancock MMngr 2020 Lftm R6 Mutual fund | — | — | — | $2.1M | 1.1% | |
| Participant loans Participant loans (interest rates ranging from 4.25% to 9.50%) | — | — | — | $1.5M | 0.8% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.7% | |
| R6 Mutual fund | — | — | — | $1.1M | 0.6% | |
| JHancock MMngr 2010 Lftm R6 Mutual fund | — | — | — | $1.0M | 0.6% | |
| BlackRock Mid Cap Growth Eqty Port Fund Mutual fund | — | — | — | $921K | 0.5% | |
| American Cent Emg Mkt R6 Mutual fund | — | — | — | $854K | 0.5% | |
| American Cent Small Cap Value Fund R6 Mutual fund | — | — | — | $613K | 0.3% | |
| PGIM High Yield R6 Mutual fund | — | — | — | $425K | 0.2% | |
| American Funds Inf Linked R6 Mutual fund | — | — | — | $403K | 0.2% | |
| JHancock MMngr 2015 Lftm R6 Mutual fund | — | — | — | $308K | 0.2% | |
| Cohen & Steers Instl Realty Shares Mutual fund | — | — | — | $306K | 0.2% | |
| JPMorgan US Govt MMkt Cap Cl Mutual fund | — | — | — | $113K | <0.1% |
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