AUMdb

Southern Veterinary Partners, Llc 401(k) Plan

Sponsored by Southern Veterinary Partners, Llc · EIN 471908537 · Plan #001

Total assets
$183M
Net assets
$183M
Active participants
10,271
With balances
4,589

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Hauser Retirement Solutions 2 Llc CRD 299959 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Investment management, Shareholder servicing fees $349,034
Hauser Retirement Solutions Investment advisory (plan) $65,000