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Original filing (PDF)20251126080036NAL0002422259001
VET PRIDE SERVICES, INC.
Form 5500
FILING_RECEIVED
VET PRIDE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
254
Accounts w/ balance
273
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
99
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VET PRIDE SERVICES, INC..
Plan sponsor
Name
VET PRIDE SERVICES, INC.
EIN
86-1155143
Address
2710 WYCLIFF RD, SUITE 105 · RALEIGH, NC · 27607
Phone
(256) 694-3554
Industry
Constructionsee 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
2025-11-26
Pension benefit codes
2A · Age/service weighted or new comparability
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
THOMAS JUDY & TUCKER PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 82-1062021 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
30 direct securities· $4.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $653K | 15.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $536K | 12.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $496K | 11.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $470K | 10.9% | |
| POLEN GROWTH INSTL | Registered Investment Companies | — | — | $345K | 8.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $295K | 6.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $267K | 6.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $229K | 5.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $182K | 4.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $95K | 2.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $90K | 2.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $77K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $67K | 1.6% | |
| DFA US SUSTAINABILITY CORE 1 | Registered Investment Companies | — | — | $61K | 1.4% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $61K | 1.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $60K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $59K | 1.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $37K | 0.9% | |
| JPMORGAN STRATEGIC INC OPP R5 | Registered Investment Companies | — | — | $32K | 0.7% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $31K | 0.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $29K | 0.7% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $25K | 0.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $11K | 0.2% | |
| PIMCO ALL ASSET I | Registered Investment Companies | — | — | $9K | 0.2% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $7K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $6K | 0.1% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $4K | 0.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $4K | 0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL 110 REGISTERED INVESTMENT COMPANY VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2K | <0.1% |
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