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Original filing (PDF)20251002094147NAL0000447936001
AFFINITY VETERINARY GROUP, INC.
Form 5500
FILING_RECEIVED
AFFINITY VETERINARY GROUP 401K PLAN
401(k) retirement plan
Active participants
881
Accounts w/ balance
246
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
28 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
100
Participation health
65
Knocking points off
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 28% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFFINITY VETERINARY GROUP, INC..
Plan sponsor
Name
AFFINITY VETERINARY GROUP, INC.
EIN
88-1291575
Address
2727 OAK LAWN AVENUE #200 · DALLAS, TX · 75219
Phone
(214) 522-0030
Industry
Management of Companies / Holdingssee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY 401K PARTNERS LLC | 46-3938291 | — | ADVISOR | $25K | — |
Investments
28 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Af Trgt Date 2055 R6 Mutual Fund | — | — | — | $1.5M | 15.7% | |
| Fid 500 Index Mutual Fund | — | — | — | $1.4M | 15.2% | |
| Af Trgt Date 2045 R6 Mutual Fund | — | — | — | $1.2M | 12.5% | |
| Af Trgt Date 2050 R6 Mutual Fund | — | — | — | $948K | 10.0% | |
| Af Trgt Date 2060 R6 Mutual Fund | — | — | — | $849K | 9.0% | |
| Af Trgt Date 2035 R6 Mutual Fund | — | — | — | $822K | 8.7% | |
| Af Trgt Date 2030 R6 Mutual Fund | — | — | — | $506K | 5.3% | |
| Af Trgt Date 2040 R6 Mutual Fund | — | — | — | $414K | 4.4% | |
| Trp All-Cap Opps I Mutual Fund | — | — | — | $319K | 3.4% | |
| Vang Info Tec Idx Ad Mutual Fund | — | — | — | $246K | 2.6% | |
| Self-Directed Brokerage Accounts Interest Bearing Cash ** 9 * Fid Govt Mmkt Interest Bearing Cash | — | — | — | $206K | 2.2% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $134K | 1.4% | |
| Jpm Mid Cap Grth R6 Mutual Fund | — | — | — | $110K | 1.2% | |
| Af Trgt Date 2015 R6 Mutual Fund ** 164 * Af Trgt Date 2025 R6 Mutual Fund | — | — | — | $101K | 1.1% | |
| Vang Tot Intl Stk Ad Mutual Fund | — | — | — | $97K | 1.0% | |
| Af Trgt Date 2020 R6 Mutual Fund | — | — | — | $87K | 0.9% | |
| Fid Mid Cap Idx Mutual Fund | — | — | — | $86K | 0.9% | |
| Putn Lg Cap Val R6 Mutual Fund | — | — | — | $81K | 0.9% | |
| Fid Small Cap Value Mutual Fund | — | — | — | $78K | 0.8% | |
| Self-Directed Brokerage Accounts Mutual Funds | — | — | — | $71K | 0.7% | |
| Mm Small Cap Opp I Mutual Fund | — | — | — | $43K | 0.5% | |
| As Spl Mid Cp Val Is Mutual Fund | — | — | — | $42K | 0.4% | |
| Pif Real Est Sec Is Mutual Fund | — | — | — | $39K | 0.4% | |
| Vanguard Wellington Mutual Fund | — | — | — | $37K | 0.4% | |
| Dfa Emerging Mkts I Mutual Fund | — | — | — | $20K | 0.2% | |
| As Core Bond Inst Mutual Fund | — | — | — | $16K | 0.2% | |
| Af Trgt Date 2010 R6 Mutual Fund | — | — | — | $3K | <0.1% | |
| Fid Intl Sm Cap Opp Mutual Fund | — | — | — | $2K | <0.1% |