Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROOSEVELT ANIMAL HOSPITAL
EIN 11-3372891veterinaryLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
25
7 ROOSEVELT AVENUE - PORT JEFFERSON, NY 11776631-476-0400rooseveltvet.comLinkedIn1-10 employeesveterinary
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ROOSEVELT ANIMAL HOSPITAL PROFIT SHARING PLAN
ProfitSharing
Assets$5.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROOSEVELT ANIMAL HOSPITAL CASH BALANCE PLAN
CashBalance
Assets$332K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROOSEVELT ANIMAL HOSPITAL PROFIT SHARING PLAN | ProfitSharing | $5.1M | 15 | 2025 | |
| 002 | ROOSEVELT ANIMAL HOSPITAL CASH BALANCE PLAN | CashBalance | $332K | 10 | 2025 |
Retirement plans