Kimberly Messenger signed Texas Veterinary, PLLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Texas Veterinary, PLLC's EIN is 85-3665184.
Download the official 2023 Form 5500 (PDF) for Texas Veterinary, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Texas Veterinary, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYLIFE SECURITIES LLC | 27-0145686 | — | OTHER SERVICES | $0 | — |
| PI | % 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% | |
| T Rowe Price T Row Price Funds Large Cap | Mutual Funds | — | — | $1.5M | 12.6% | |
| PRIN LARGECAP GROWTH I SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.5M | 12.6% | |
| PGIM Investments LLC PGM IT High Yield R2 FD | Other securities | — | — | $907K | 7.3% | |
| MFS Value R3 Fund | Mutual Funds | — | — | $837K | 6.8% | |
| 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% | |
| PGIM Investments LLC PGM IT Ret Bond R2 FD | U.S. Treasuries | — | — | $662K | 5.4% | |
| PGIM Investments LLC Jenn SM CO R2 Fund | Common Stocks | — | — | $602K | 4.9% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $568K | 4.6% | |
| Capital Research and Mgmt Co Europacific Growth R3 Rund | Common Stocks | — | — | $459K | 3.7% | |
| Capital Research and Mgmt Co New World R3 Fund | Common Stocks | — | — | $408K | 3.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $368K | 3.0% | |
| Principal Smacll Cap S&P 600 indesx SA | Common Stocks | — | — | $368K | 3.0% | |
| PRIN LIFETIME 2050 SEP ACCT-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $214K | 1.7% | |
| Principal Small Cap Value II | Other securities | — | — | $189K | 1.5% | |
| PRIN SMALLCAP VALUE II SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $189K | 1.5% | |
| Principal Princple real estate | Other securities | — | — | $188K | 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% | |
| Notes receivable from participants Interest rates are between 5% and 6.5% | Bonds / Notes | — | — | $82K | 0.7% | |
| American Beacon AB Global Bond Fund | Mutual Funds | — | — | $62K | 0.5% | |
| 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% | |
| American Beacon International Equity Advance Fund | Other securities | — | — | $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% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $12K | <0.1% | |
| 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% |
