Retirement plan

FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN

Name: FALLS VILLAGE VETERINARY HOSPITAL - FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: FALLS VILLAGE VETERINARY HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN, FALLS VILLAGE VETERINARY HOSPITAL

FALLS VILLAGE VETERINARY HOSPITALEIN 56-1936385Plan #001PY 2025

7005 HARPS MILL ROAD - RALEIGH, NC 27615919-847-0141raleighncvet.comLinkedIn11-50 employeesveterinary

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+19.8% from 2024

Total participants

-4.3% from 2024

Average account balance

$66,582

+34.0% from 2024

Annual return

14.04%

-1.48 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.80M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$67K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$185K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1532

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$64K

$2475 / participant

Other / not subdivided$64K100.0%

% of EOY assets

2.301%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,582

$106,749-37.6%

$145,433-54.2%

$82,448-19.2%

Participation rate

88.5%

75.6%+12.8pp

82.1%+6.3pp

68.1%+20.4pp

Annual return

14.04%

27.59%-13.6pp

66.58%-52.5pp

41.64%-27.6pp

Employer contribution / active EE

$1,619

$3,444-53.0%

$4,554-64.5%

$2,551-36.5%

Participant deferral / active EE

$5,478

$6,519-16.0%

$7,897-30.6%

$4,139+32.3%

Admin fee / account holder

$1,532

$8,390-81.7%

$13,129-88.3%

$7,234-78.8%

FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FALLS VILLAGE VETERINARY HOSPITAL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion