KE'ONNA Staples signed Affinity Veterinary Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affinity Veterinary Group, Inc.'s EIN is 88-1291575.
Download the official 2024 Form 5500 (PDF) for Affinity Veterinary Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affinity Veterinary Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY 401K PARTNERS LLC | 46-3938291 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.1M | 96.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $206K | 2.2% | |
| [Assets held in participant loans] | Other | — | — | $134K | 1.4% |
