Veterinary Practice Partners, LLC's EIN is 80-0673278.
Download the official 2024 Form 5500 (PDF) for Veterinary Practice Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veterinary Practice Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $329K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $86K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Short-Term Bond Index | Mutual Funds | — | — | $13.0M | 18.7% | |
| Vanguard Growth Index | Mutual Funds | — | — | $7.9M | 11.3% | |
| Vanguard Value Index | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $4.2M | 6.1% | |
| Vanguard High-Yield Corporate | Mutual Funds | — | — | $4.2M | 6.0% | |
| Vanguard Intermediate-Term Bond Index | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $4.0M | 5.7% | |
| Vanguard Total World Stock | Mutual Funds | — | — | $3.9M | 5.7% | |
| Vanguard Emerging Market Stock Index | Mutual Funds | — | — | $3.6M | 5.2% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $2.4M | 3.4% | |
| Vanguard Small-Cap Value Index | Mutual Funds | — | — | $1.9M | 2.7% | |
| Vanguard Mid-Cap Growth Index | Mutual Funds | — | — | $1.7M | 2.4% | |
| Cash Federal Money Market Investor Fund | Cash / Money Market | — | — | $333K | 0.5% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $284K | 0.4% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $139K | 0.2% | |
| Participants Participant Loans Rates from 6.00%-7.00% - | Bonds / Notes | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| N.A. FALCONE & ASSOCIATES, INC. | 23-2773128 | — | CONTRACT ADMINISTRATOR | $19K | — |
