Link Welborn signed Tampa Bay Veterinary Operations Holding, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tampa Bay Veterinary Operations Holding, LLC's EIN is 82-1185362.
Download the official 2024 Form 5500 (PDF) for Tampa Bay Veterinary Operations Holding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tampa Bay Veterinary Operations Holding, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ASSETMARK RETIREMENT SERVICES, INC. | — | STATE COLLEGE, PA | NONE | $58K | — |
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 Target Retire 2045 | Mutual Funds | — | — | $865K | 15.3% | |
| Vanguard Target Retire 2055 | Mutual Funds | — | — | $796K | 14.0% | |
| Vanguard Target Retire 2060 | Mutual Funds | — | — | $712K | 12.6% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $518K | 9.1% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $485K | 8.6% | |
| Vanguard Target Retire 2040 | Mutual Funds | — | — | $397K | 7.0% | |
| Vanguard Target Retire 2065 | Mutual Funds | — | — | $341K | 6.0% | |
| Vanguard Target Retire 2035 | Mutual Funds | — | — | $331K | 5.8% | |
| Vanguard Target Retire 2020 | Mutual Funds | — | — | $166K | 2.9% | |
| Hartford Intl Opportunities | Other securities | — | — | $157K | 2.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $145K | 2.6% | |
| Mfs Value | Mutual Funds | — | — | $143K | 2.5% | |
| Vanguard Target Retire 2050 | Mutual Funds | — | — | $140K | 2.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $108K | 1.9% | |
| BlackRock Credit Strat Income | Other securities | — | — | $82K | 1.4% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $68K | 1.2% | |
| Hrtfrd Schrdrs Sm Mid Cap Opp | Other securities | — | — | $66K | 1.2% | |
| Amer Century Emerging Markets | Other securities | — | — | $32K | 0.6% | |
| BlackRock Advantage Sm Cp Core | Other securities | — | — | $29K | 0.5% | |
| Vanguard Target Retire 2025 | Mutual Funds | — | — | $23K | 0.4% | |
| MarketDimensions Grwth | Other securities | — | — | $20K | 0.4% | |
| Vanguard Total Intl Stock Ind | Mutual Funds | — | — | $11K | 0.2% | |
| Cohen & Steers Real Estate Sec | Other securities | — | — | $8K | 0.1% | |
| Vanguard Target Retire Inc | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Total Bond Market Ind | Mutual Funds | — | — | $7K | 0.1% | |
| Blackrock Total Return | Other securities | — | — | $4K | <0.1% | |
| MarketDimensions Mod Grwth | Other securities | — | — | $3K | <0.1% | |
| MarketDimensions Max Grwth | Other securities | — | — | $2K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
