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Sponsor portfolio

SOUTHEAST VETERINARY NEUROLOGY, P.A.

EIN 80-0627709-veterinary-Latest filing 2025
Plans
4
Retirement
3
$10.7M assets
Welfare
1
$103K premiums
Participants
458
9300 SW 40TH STREET - MIAMI, FL 33165305-274-2777sevneurology.comLinkedIn51-200 employeesveterinary
Plans on this EIN
4 filings
#003CashBalance-$4.8M - 76 part#001401k-$3.9M - 167 part#002ProfitSharing-$2.0M - 86 part#501Mixed-$103K - 154 lives

Retirement portfolio analytics

3 plans aggregated / $10.7M assets / 329 participants

Assets by plan

Share of aggregate retirement assets

45%top
  • P.A. RETIREMENT PLAN (#003)45%
  • P.A. 401(K) Savings (#001)36%
  • PROFIT SHARING PLAN (#002)19%
Total $10.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.A. 401(K) Savings (#001)167
  • PROFIT SHARING PLAN (#002)86
  • P.A. RETIREMENT PLAN (#003)76
Total 329Click row to drill in

Benefits portfolio analytics

1 plan / $103K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$103K
  • Vision$103K
  • Life$103K
  • Short-term disability$103K
  • Long-term disability$103K
  • Other$103K
Total $103K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $103K1 slice

Broker market share

Schedule A broker compensation

Split broker
56%top
  • PLASTRIDGE AGENCY INC56%
  • GALLAGHER BENEFIT SERVICES, INC.44%
Total $16K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SOUTHEAST VETERINARY NEUROLOGY, P.A. RETIREMENT PLAN

CashBalance

Assets$4.8M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHEAST VETERINARY NEUROLOGY, P.A. 401(K) SAVINGS PLAN

401k

Assets$3.9M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTHEAST VETERINARY NEUROLOGY, P.A. PROFIT SHARING PLAN

ProfitSharing

Assets$2.0M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHEAST VETERINARY NEUROLOGY, P.A.

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$103K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003SOUTHEAST VETERINARY NEUROLOGY, P.A. RETIREMENT PLANCashBalance$4.8M762025
001SOUTHEAST VETERINARY NEUROLOGY, P.A. 401(K) SAVINGS PLAN401k$3.9M1672024
002SOUTHEAST VETERINARY NEUROLOGY, P.A. PROFIT SHARING PLANProfitSharing$2.0M862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHEAST VETERINARY NEUROLOGY, P.A.MixedPRINCIPAL LIFE INSURANCE COMPANY$103K1542025
Retirement plans
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