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Original filing (PDF)20251104143734NAL0006652723001
VETERINARY EMERGENCY GROUP, LLC
Form 5500
FILING_RECEIVED
VETERINARY EMERGENCY GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,269
Accounts w/ balance
2,924
Plan assets (EOY)
$96.6M
Net assets (EOY)
$96.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VETERINARY EMERGENCY GROUP, LLC.
Plan sponsor
Name
VETERINARY EMERGENCY GROUP, LLC
EIN
82-2020171
Address
44 S BROADWAY · WHITE PLAINS, NY · 106014425
Phone
(214) 458-0101
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
2025-11-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN PRIVATE | 81-3858870 | — | INVESTMENT ADVISORY | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $191K | — |
Investments
32 direct securities· $96.6M(100% of reported assets)
Registered Investment Companies
$95.7M
31 holdings
Uncategorized
$895K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2070 Inv Fund | Registered Investment Companies | — | $0 | $22.4M | 23.2% | |
| Western Asset Core Bond I Fd | Registered Investment Companies | — | $0 | $19.3M | 19.9% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Registered Investment Companies | — | $0 | $13.0M | 13.4% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Registered Investment Companies | — | $0 | $11.5M | 11.9% | |
| PIMCO Income Institutional Fd | Registered Investment Companies | — | $0 | $7.9M | 8.2% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Registered Investment Companies | — | $0 | $5.6M | 5.8% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Registered Investment Companies | — | $0 | $2.7M | 2.8% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Registered Investment Companies | — | $0 | $2.6M | 2.7% | |
| PIMCO Intl Bond (USD-Hdg) I Fd | Registered Investment Companies | — | $0 | $2.6M | 2.7% | |
| Goldman Sachs GQG Prt Int Op I | Registered Investment Companies | — | $0 | $1.4M | 1.4% | |
| GQG Ptrs Emg Mkts Eqty Inst | Registered Investment Companies | — | $0 | $1.0M | 1.1% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Registered Investment Companies | — | $0 | $1.0M | 1.1% | |
| Participant Loans | — | — | $0 | $895K | 0.9% | |
| Vanguard Tgt Rmt Inc Inv Fund | Registered Investment Companies | — | $0 | $815K | 0.8% | |
| Fidelity Inf-Pr Bond Index Fd | Registered Investment Companies | — | $0 | $594K | 0.6% | |
| William Blair SmMd Cap Gr I Fd | Registered Investment Companies | — | $0 | $445K | 0.5% | |
| First Eagle Overseas R6 Fund | Registered Investment Companies | — | $0 | $421K | 0.4% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Registered Investment Companies | — | $0 | $294K | 0.3% | |
| Fidelity 500 Index Fund | Registered Investment Companies | — | $0 | $291K | 0.3% | |
| Vanguard Intl Growth Adm Fd | Registered Investment Companies | — | $0 | $258K | 0.3% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Registered Investment Companies | — | $0 | $246K | 0.3% | |
| FID LC GR INDEX FUND | Registered Investment Companies | — | $0 | $212K | 0.2% | |
| Fidelity Mid Cp Index Fund | Registered Investment Companies | — | $0 | $200K | 0.2% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Registered Investment Companies | — | $0 | $169K | 0.2% | |
| Franklin Small Cap Value R6 Fd | Registered Investment Companies | — | $0 | $155K | 0.2% | |
| Fed Hms Inst Hi Yld Bd R6 Fund | Registered Investment Companies | — | $0 | $152K | 0.2% | |
| Fidelity Sm Cap Index Fund | Registered Investment Companies | — | $0 | $131K | 0.1% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Registered Investment Companies | — | $0 | $101K | 0.1% | |
| Vanguard Fed Money Mrkt Inv Fd | Registered Investment Companies | — | $0 | $54K | <0.1% | |
| DODGE & COX STOCK X FUND | Registered Investment Companies | — | $0 | $53K | <0.1% | |
| Eaton Vance Shrt Dr Gv In I Fd | Registered Investment Companies | — | $0 | $31K | <0.1% | |
| Cohen & Steers I Realty Sh Fd | Registered Investment Companies | — | $0 | $16K | <0.1% |
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