Retirement plan

NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN

Name: NATIONAL VETERINARY ASSOCIATES, INC. - NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN (2024) Form 5500
Creator: NATIONAL VETERINARY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN, NATIONAL VETERINARY ASSOCIATES, INC.

NATIONAL VETERINARY ASSOCIATES, INC.EIN 95-4578066Plan #001PY 2024

1 BAXTER WAY - WESTLAKE VILLAGE, CA 91362818-707-5180

Prospect flagsLow participationLow assets / participantLow participant contributionCorrective distributions

Top hat statement on fileNQDC

Filed April 2, 2026

Plan administrator

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1 Baxter Way, Suite 200

Westlake Village, CA 91362

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Plans declared (1)

National Veterinary Associates, Inc. Deferred Compensation Plan2,127 emp

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Total assets (EOY)

$809.2M

+24.2% from 2023

Total participants

52,955

-5.6% from 2023

Average account balance

$42,089

-1.9% from 2023

Annual return

14.95%

-53.10 pp from 2023

Benchmarks

See 96 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants>=10,000

Cohort96 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$809.16M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

19,225

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.

32.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$127.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65

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

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907	Recordkeeping	$1,093,781
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033	Advisory (Plan)	$106,738
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$53,334
GGF, LLP2 years Filed as: GGF LLP Service code 10 16133 VENTURA BLVD UNIT 1080 · ENCINO, CA 91436	Accounting	$32,170
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033	Advisory (Plan)	$30,810
UBS FINANCIAL SERVICES INC1 year Service code 27 PO BOX 198928 · NASHVILLE, TN 37238	Advisory (Plan)	$19,559
QDRO CONSULTANTS COMPANY, LLC2 years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650	Consulting	$400

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$25 / participant

Recordkeeping$1M87.2%
Investment mgmt$150K12.0%
Other / not subdivided$11K0.8%

% of EOY assets

0.155%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: GREEN HANSSON JANKS LLP
Auditor EIN: 951777440
Audit fees: $10,120
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,089

$128,056-67.1%

$146,958-71.4%

$106,382-60.4%

Participation rate

32.2%

67.2%-35.0pp

82.2%-49.9pp

69.9%-37.7pp

Annual return

14.95%

17.89%-2.9pp

418.34%-403.4pp

17.37%-2.4pp

Employer contribution / active EE

$2,072

$3,384-38.8%

$4,933-58.0%

$3,364-38.4%

Participant deferral / active EE

$485

$7,674-93.7%

$8,070-94.0%

$5,569-91.3%

Admin fee / account holder

$65

$89-26.4%

$12,998-99.5%

$79-17.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 15 · EIN 84-0467907

Recordkeeping

$1,093,781

USI CONSULTING GROUP3 years

Filed as: USI ADVISORS INC

Service code 27

95 GLASTONBURY BLVD · GLASTONBURY, CT 06033

Advisory (Plan)

$106,738

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$53,334

GGF, LLP2 years

Filed as: GGF LLP

Service code 10

16133 VENTURA BLVD UNIT 1080 · ENCINO, CA 91436

Accounting

$32,170

USI CONSULTING GROUP2 years

Filed as: USI CONSULTING GROUP INC

Service code 27

95 GLASTONBURY BLVD · GLASTONBURY, CT 06033

Advisory (Plan)

$30,810

UBS FINANCIAL SERVICES INC1 year

Service code 27

PO BOX 198928 · NASHVILLE, TN 37238

Advisory (Plan)

$19,559

QDRO CONSULTANTS COMPANY, LLC2 years

Filed as: QDRO CONSULTANTS

Service code 16 · EIN 34-1820650

Consulting

$400

NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL VETERINARY ASSOCIATES, INC. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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