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Original filing (PDF)20240322143602NAL0007434768001
TEXAS VETERINARY, PLLC
Form 5500
FILING_RECEIVED
TEXAS VETERINARY, PLLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 28.2 moNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
122
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
20 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 28.2 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS VETERINARY, PLLC.
Plan sponsor
Name
TEXAS VETERINARY, PLLC
EIN
85-3665184
Address
4434 FRONTIER TRAIL · AUSTIN, TX · 787451514
Phone
(512) 892-9038
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2024-03-22
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)
Audit & trust (Schedule H)
Auditor
BAUER & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYLIFE SECURITIES LLC | 27-0145686 | — | OTHER SERVICES | $0 | — |
Investments
20 pooled funds· $8.3M(67% of reported assets)
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.
Pooled Separate Account
$7.7M
19 holdings
Common Collective Trust
$568K
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | $3.4M | 27.2% |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $1.5M | 12.6% |
| PRIN LIFETIME 2030 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | $705K | 5.7% |
| PRIN LIFETIME 2035 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | $662K | 5.4% |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $568K | 4.6% |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $368K | 3.0% |
| PRIN LIFETIME 2050 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | $214K | 1.7% |
| PRIN SMALLCAP VALUE II SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $189K | 1.5% |
| PRIN GL REAL EST SEC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | $188K | 1.5% |
| PRIN LIFETIME 2040 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | $185K | 1.5% |
| PRIN INTL EQUITY INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | $115K | 0.9% |
| PRIN LIFETIME 2045 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | $60K | 0.5% |
| PRIN LIFETIME 2015 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | $36K | 0.3% |
| PRIN LIFETIME 2055 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | $31K | 0.3% |
| PRINCIPAL BOND MKT INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | $30K | 0.2% |
| PRIN LIFETIME 2060 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | $23K | 0.2% |
| PRIN LIFETIME 2025 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | $1K | <0.1% |
| PRIN LIFETIME 2020 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | $97 | <0.1% |
| PRIN LIFETIME STRAT INC SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | $0 | <0.1% |
| PRIN REAL ESTATE SECS SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $0 | <0.1% |
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