How big is Encorevet Group LLC's plan?

Encorevet Group LLC's plan reported $61.5M in assets and 1,912 participants for 2024.

Original filing (PDF)20251010163859NAL0004412307001

Encorevet Group LLC

Name: Encorevet Group LLC — Encorevet Group 401(k) Plan, Form 5500 (2024)
Creator: Encorevet Group LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Encorevet Group 401(k) Plan

401(k) retirement plan · Encorevet Group LLC's Encorevet Group 401(k) Plan held $61.5M in plan assets for 1,912 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,912

Accounts w/ balance

2,184

Plan assets (EOY)

$61.5M

Net assets (EOY)

$61.5M

People on this filing

DAWN Hackney signed Encorevet Group LLC's 2024 Form 5500 as plan administrator.

DAWN Hackney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Encorevet Group LLC's EIN is 82-5504044.

EIN 82-5504044

Plan number 001

Plan year 2024

ACK ID 20251010163859NAL0004412307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Encorevet Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Encorevet Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENCOREVET GROUP LLC.

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 8K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

ENCOREVET GROUP LLC

EIN

all filings

Address

5 MOUNTAIN LEDGE DR · GANSEVOORT, NY · 12831

Phone

(518) 226-3921

Industry

Professional & Technical Services

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INS CO OF NY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$62K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$56K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TEAL, BECKER & CHIARAMONTE CPAS PC

Investments

40 direct securities· $61.5M(100% of reported assets)

Mutual Funds

$43.9M

22 holdings

Common Collective Trusts

$9.0M

2 holdings

Other securities

$7.2M

14 holdings

Stable Value

$961K

1 holding

Bonds / Notes

$459K

1 holding

					% of plan
Investments iShares S&P 500 Index Mutual Fund	Common Collective Trusts	—	—	$7.9M	12.8%
American Funds 2050 Target Date Mutual Fund	Mutual Funds	—	—	$7.2M	11.8%
American Funds 2035 Target Date Mutual Fund	Mutual Funds	—	—	$6.2M	10.2%
American Funds 2055 Target Date Mutual Fund	Mutual Funds	—	—	$5.9M	9.5%
American Funds 2060 Target Date Mutual Fund	Mutual Funds	—	—	$5.8M	9.5%
American Funds 2040 Target Date Mutual Fund	Mutual Funds	—	—	$4.0M	6.5%
American Funds 2030 Target Date Mutual Fund	Mutual Funds	—	—	$3.9M	6.3%
American Funds 2045 Target Date Mutual Fund	Mutual Funds	—	—	$3.8M	6.1%
American Funds 2025 Target Date Mutual Fund	Mutual Funds	—	—	$2.3M	3.8%
iShares MSCI EAFE International Index Mutual Fund	Other securities	—	—	$2.3M	3.7%
JPMorgan Large Cap Growth R3 Mutual Fund	Other securities	—	—	$1.5M	2.4%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$1.5M	2.4%
iShares Russell 2000 Small Cap Index Mutual Fund	Common Collective Trusts	—	—	$1.1M	1.8%
Key Guaranteed Portfolio Fund Guaranteed Investment Contract +	Stable Value	—	—	$961K	1.6%
Columbia Mid Cap Index Mutual Fund	Other securities	—	—	$757K	1.2%
American Funds Bond Fund of Amer R4 Mutual Fund	Mutual Funds	—	—	$688K	1.1%
Carillon Eagle Mid Cap Growth A Mutual Fund	Other securities	—	—	$661K	1.1%
American Funds New Perspective Mutual Fund	Mutual Funds	—	—	$598K	1.0%
American Funds EuroPacific Mutual Fund	Mutual Funds	—	—	$531K	0.9%
Notes Receivable from Participants Interest rates from 4.25% to 9.50%	Bonds / Notes	—	—	$459K	0.7%
American Funds American Balanced Mutual Fund	Mutual Funds	—	—	$358K	0.6%
Cohen & Steers Global Real Estate Securities I Mutual Fund	Other securities	—	—	$309K	0.5%
American Century Mid Cap Value Mutual Fund	Other securities	—	—	$295K	0.5%
BlackRock Strategic Global Bond Inv A Mutual Fund	Other securities	—	—	$293K	0.5%
Undiscovered Managers Behavioral Val R5 Mutual Fund	Other securities	—	—	$285K	0.5%
Carillon Eagle Growth & Income A Mutual Fund	Other securities	—	—	$256K	0.4%
Janus Henderson Triton Mutual Fund	Mutual Funds	—	—	$242K	0.4%
American Funds 2020 Target Date Mutual Fund	Mutual Funds	—	—	$240K	0.4%
BlackRock High Yield Bond Inv Mutual Fund	Other securities	—	—	$192K	0.3%
PIMCO Real Return Mutual Fund	Mutual Funds	—	—	$184K	0.3%
PIMCO Income A Mutual Fund	Mutual Funds	—	—	$172K	0.3%
Hartford Schroders Intl Multi-Cp Val Y Mutual Fund	Other securities	—	—	$148K	0.2%
PIMCO CommoditiesPLUS Strategy A Mutual Fund	Mutual Funds	—	—	$145K	0.2%
Cohen & Steers Global Realty I Mutual Fund	Other securities	—	—	$141K	0.2%
First Eagle Global A Mutual Fund	Other securities	—	—	$125K	0.2%
American Funds 2015 Target Date Mutual Fund	Mutual Funds	—	—	$59K	<0.1%
American Funds US Government Sec R4 Mutual Fund	Mutual Funds	—	—	$55K	<0.1%
MFS Research International Mutual Fund	Mutual Funds	—	—	$49K	<0.1%
American Funds 2010 Target Date Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
Natixis Target Retirement 2060 N Mutual Fund	Other securities	—	—	$5K	<0.1%