Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTH WILLAMETTE VETERINARY CLINIC, LLC
EIN 84-3959466researchLatest filing 2024
Plans
2
Retirement
2
$874K assets
Welfare
0
Participants
23
255 EMERALD PARKWAY PO BOX 430 - CRESWELL, OR 97426541-895-5665swvetclinic.comLinkedIn1-10 employeesresearch
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $874K assets / 23 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
SOUTH WILLAMETTE VETERINARY CLINIC CASH BALANCE PLAN
CashBalance
Assets$721K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTH WILLAMETTE VETERINARY CLINIC, LLC PROFIT SHARING 401(K) PLAN
401k
Assets$153K
Participants14
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 | SOUTH WILLAMETTE VETERINARY CLINIC CASH BALANCE PLAN | CashBalance | $721K | 9 | 2024 | |
| 001 | SOUTH WILLAMETTE VETERINARY CLINIC, LLC PROFIT SHARING 401(K) PLAN | 401k | $153K | 14 | 2024 |
Retirement plans