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Sponsor portfolio

VAN LUE VETERINARY SURGICAL

EIN 27-3870740-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$946K assets
Welfare
0
Participants
16
5500 VISTA VIEW WAY - OVIEDO, FL 32765321-348-6300
Plans on this EIN
2 filings
#001TraditionalDB-$866K - 8 part#002ProfitSharing-$80K - 8 part

Retirement portfolio analytics

2 plans aggregated / $946K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • DEFINED BENEFIT PLAN (#001)92%
  • PROFIT SHARING PLAN (#002)8%
Total $946KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)8
  • PROFIT SHARING PLAN (#002)8
Total 16Click 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

VAN LUE VETERINARY SURGICAL DEFINED BENEFIT PLAN

TraditionalDB

Assets$866K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VAN LUE VETERINARY SURGICAL PROFIT SHARING PLAN

ProfitSharing

Assets$80K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VAN LUE VETERINARY SURGICAL DEFINED BENEFIT PLANTraditionalDB$866K82024
002VAN LUE VETERINARY SURGICAL PROFIT SHARING PLANProfitSharing$80K82024
Retirement plans
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