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Original filing (PDF)20250827080311NAL0009186177001
VETERINARY SERVICE, INC.
Form 5500
FILING_RECEIVED
VSI 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
295
Accounts w/ balance
229
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VETERINARY SERVICE, INC..
Plan sponsor
Name
VETERINARY SERVICE, INC.
EIN
94-1480064
Address
P. O. BOX 538 · SALIDA, CA · 95368
Phone
(209) 545-5100
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2040 A Registered Investment Company | — | — | — | $1.0M | 14.8% | |
| Fidelity Advisor Freedom 2035 A Registered Investment Company | — | — | — | $893K | 13.0% | |
| Fidelity Advisor Freedom 2050 A Registered Investment Company | — | — | — | $819K | 11.9% | |
| Fidelity Advisor Freedom 2045 A Registered Investment Company | — | — | — | $788K | 11.5% | |
| Fidelity Advisor Freedom 2025 A Registered Investment Company | — | — | — | $636K | 9.3% | |
| Fidelity Advisor Freedom 2030 A Registered Investment Company | — | — | — | $616K | 9.0% | |
| Fidelity Advisor Freedom 2060 A Registered Investment Company | — | — | — | $527K | 7.7% | |
| Fidelity Advisor Freedom 2055 A Registered Investment Company | — | — | — | $410K | 6.0% | |
| Fidelity Advisor Freedom 2020 A Registered Investment Company | — | — | — | $378K | 5.5% | |
| IS S&P 500 Index A Registered Investment Company | — | — | — | $232K | 3.4% | |
| maturing through January 2030 -0- | — | — | — | $120K | 1.7% | |
| Fidelity Advisor Freedom 2065 A Registered Investment Company | — | — | — | $96K | 1.4% | |
| AF American Mutual Fund R4 Registered Investment Company | — | — | — | $89K | 1.3% | |
| Harbor Capital Appreciation Fund INV Registered Investment Company | — | — | — | $55K | 0.8% | |
| Columbia Emerging Markets A Registered Investment Company ** 346 * Fidelity Advisor Freedom 2070 A Registered Investment Company ** 156 * Fidelity Government Money Market Fund DM Cash, Interest-Bearing | — | — | — | $43K | 0.6% | |
| IS Russell Mid-Cap Index Fund A Registered Investment Company | — | — | — | $34K | 0.5% | |
| MFS MA Investors Trust R3 Registered Investment Company | — | — | — | $29K | 0.4% | |
| IS Russell 2000 Small-Cap A Registered Investment Company | — | — | — | $18K | 0.3% | |
| American Century Small Cap A Registered Investment Company | — | — | — | $17K | 0.2% | |
| MFS Mid Cap Growth R3 Registered Investment Company | — | — | — | $15K | 0.2% | |
| Fidelity Advisor Total Bond Fund A Registered Investment Company | — | — | — | $9K | 0.1% | |
| MFS Mid Cap Value R3 Registered Investment Company | — | — | — | $5K | <0.1% | |
| Fidelity Advisor Freedom 2015 A Registered Investment Company | — | — | — | $5K | <0.1% | |
| BNY Mellon Bond Market Index Fund IS Registered Investment Company | — | — | — | $4K | <0.1% | |
| AF EuroPacific Growth Fund R4 Registered Investment Company | — | — | — | $4K | <0.1% | |
| IS MSCI EAFE International A Registered Investment Company | — | — | — | $4K | <0.1% | |
| AB Small Cap Growth A Registered Investment Company | — | — | — | $4K | <0.1% | |
| Fidelity Advisor Freedom Inc A Registered Investment Company | — | — | — | $3K | <0.1% | |
| IS Short-term TIPS Bond Index Fund Registered Investment Company | — | — | — | $1K | <0.1% |
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