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  2. ROXY ANN VETERINARY HOSPITAL PC
Sponsor portfolio

ROXY ANN VETERINARY HOSPITAL PC

EIN 04-3644366-veterinary-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
20
43 OAK ST - CENTRAL POINT, OR 975022236541-664-1521roxyannvet.comLinkedIn11-50 employeesveterinary
Plans on this EIN
2 filings
#001401k-$1.0M - 13 part#002CashBalance-$311K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • CASH BALANCE PLAN (#002)7
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROXY ANN VETERINARY HOSPITAL PC 401(K) PROFIT SHARING PLAN

401k

Assets$1.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ROXY ANN VETERINARY HOSPITAL PC CASH BALANCE PLAN

CashBalance

Assets$311K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROXY ANN VETERINARY HOSPITAL PC 401(K) PROFIT SHARING PLAN401k$1.0M132025
002ROXY ANN VETERINARY HOSPITAL PC CASH BALANCE PLANCashBalance$311K72025
Retirement plans
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