Original filing (PDF)20251015083933NAL0008364802001

VETERINARY PRACTICE PARTNERS, LLC

Name: VETERINARY PRACTICE PARTNERS, LLC — VETERINARY PRACTICE PARTNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: VETERINARY PRACTICE PARTNERS, LLC

Form 5500

FILING_RECEIVED

VETERINARY PRACTICE PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

3,224

Accounts w/ balance

3,348

Plan assets (EOY)

$69.6M

Net assets (EOY)

$69.6M

How this plan invests

This plan

2 pooled trusts

Schedule D

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

62 bps in Schedule C fees — 289% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VETERINARY PRACTICE PARTNERS, LLC.

Plan sponsor

Name

VETERINARY PRACTICE PARTNERS, LLC

EIN

80-0673278

Address

601 S. HENDERSON ROAD, SUITE 155 · KING OF PRUSSIA, PA · 19406

Phone

(866) 838-7278

Industry

Health Care & Social Assistancesee 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

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—	CONSULTANT	$86K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$329K	—
N.A. FALCONE & ASSOCIATES, INC.	23-2773128	—	CONTRACT ADMINISTRATOR	$19K	—

Investments

16 direct securities · 2 pooled funds· $68.0M(98% 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

$58.7M

16 holdings

Pooled Separate Account

$9.3M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Short-Term Bond Index	—	—	—	$13.0M	18.7%
Vanguard Growth Index	—	—	—	$7.9M	11.3%
Vanguard Value Index	—	—	—	$7.0M	10.0%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$5.3M	7.6%
Vanguard Total Bond Market Index	—	—	—	$4.2M	6.1%
Vanguard High-Yield Corporate	—	—	—	$4.2M	6.0%
Vanguard Intermediate-Term Bond Index	—	—	—	$4.2M	6.0%
PRIN SMCAP S&9 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$4.0M	5.8%
TIAA-CREF International Equity Index Fund	—	—	—	$4.0M	5.7%
Vanguard Total World Stock	—	—	—	$3.9M	5.7%
Vanguard Emerging Market Stock Index	—	—	—	$3.6M	5.2%
Vanguard Mid-Cap Value Index	—	—	—	$2.4M	3.4%
Vanguard Small-Cap Value Index	—	—	—	$1.9M	2.7%
Vanguard Mid-Cap Growth Index	—	—	—	$1.7M	2.4%
Cash Federal Money Market Investor Fund	—	—	—	$333K	0.5%
Vanguard Balanced Index	—	—	—	$284K	0.4%
Vanguard Real Estate Index	—	—	—	$139K	0.2%
Participants Participant Loans Rates from 6.00%-7.00% -	—	—	—	$6K	<0.1%