Original filing (PDF)20231019130007NAL0000472416003

KAUTZ VETERINARIAN, PLLC

Name: KAUTZ VETERINARIAN, PLLC — KAUTZ VETERINARIAN, PLLC 401(K) PLAN, Form 5500 (2022)
Creator: KAUTZ VETERINARIAN, PLLC

Form 5500-SF

FILING_RECEIVED

KAUTZ VETERINARIAN, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAUTZ VETERINARIAN, PLLC.

Plan sponsor

Name

KAUTZ VETERINARIAN, PLLC

EIN

82-1488270

Address

7415 BURNET RD · AUSTIN, TX · 78757

Phone

(512) 535-2100

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-19

Filed

2023-10-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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