Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM A. INNES, DVM, A PROFESSIONAL VETERINARY CORP.
EIN 77-0530764Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
9
822 HAMPSHIRE ROAD, SUITE G - WESTLAKE VILLAGE, CA 91361805-496-0883
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 9 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#002
WILLIAM A. INNES, DVM, A PROFESSIONAL VETERINARY CORP. CASH BALANCE PENSION PLAN
CashBalance
Assets$914K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WILLIAM A. INNES, DVM, A PROFESSIONAL VETERINARY CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$180K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAM A. INNES, DVM, A PROFESSIONAL VETERINARY CORP. CASH BALANCE PENSION PLAN | CashBalance | $914K | 2 | 2025 | |
| 001 | WILLIAM A. INNES, DVM, A PROFESSIONAL VETERINARY CORP. 401(K) PROFIT SHARING PLAN | 401k | $180K | 7 | 2025 |
Retirement plans