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Sponsor portfolio

SOUTHERN CALIFORNIA VETERINARY

EIN 33-0971773-research-Latest filing 2025
Plans
3
Retirement
3
$1.2M assets
Welfare
0
Participants
35
16540 HARBOR BLVD STE A, SUITE C - FOUNTAIN VALLEY, CA 927081393949-615-8585LinkedIn11-50 employeesresearch
Plans on this EIN
3 filings
#002CashBalance-$1.0M - 7 part#003ProfitSharing-$78K - 9 part#001401k-$51K - 19 part

Retirement portfolio analytics

3 plans aggregated / $1.2M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PENSION (#002)89%
  • PROFIT SHARING PLAN (#003)7%
  • PLAN & TRUST (#001)4%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)19
  • PROFIT SHARING PLAN (#003)9
  • CASH BALANCE PENSION (#002)7
Total 35Click 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#002

SOUTHERN CALIFORNIA VETERINARY SERVICES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHERN CALIFORNIA VETERINARY SERVICES, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$78K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHERN CALIFORNIA VETERINARY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$51K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN CALIFORNIA VETERINARY SERVICES, INC. CASH BALANCE PENSION PLANCashBalance$1.0M72025
003SOUTHERN CALIFORNIA VETERINARY SERVICES, INC. PROFIT SHARING PLANProfitSharing$78K92025
001SOUTHERN CALIFORNIA VETERINARY 401(K) PROFIT SHARING PLAN & TRUST401k$51K192025
Retirement plans
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