Back to filter
Original filing (PDF)20251121105901NAL0006401441001
APOTEX CORP
Form 5500
FILING_RECEIVED
APOTEX CORP. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.2 mo
Active participants
189
Accounts w/ balance
394
Plan assets (EOY)
$39.7M
Net assets (EOY)
$39.7M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
99
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.2 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APOTEX CORP.
Plan sponsor
Name
APOTEX CORP
EIN
13-3661214
Address
2400 N. COMMERCE DRIVE · WESTON, FL · 33326
Phone
(954) 384-8007
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-21
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT RESEARCH & ADVISORY GRO | 58-1989031 | — | INVESTMENT ADVISOR | $17K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
30 direct securities · 1 pooled fund· $40.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$39.7M
30 holdings
Common Collective Trust
$559K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom K 2035 | — | — | — | $6.9M | 17.3% | |
| Fidelity Freedom K 2040 | — | — | — | $5.1M | 12.9% | |
| Fidelity 500 Index | — | — | — | $4.1M | 10.3% | |
| Fidelity Freedom K 2030 | — | — | — | $3.1M | 7.8% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $3.0M | 7.5% | |
| Fidelity Freedom K 2045 | — | — | — | $2.5M | 6.3% | |
| Fidelity Freedom K 2025 | — | — | — | $2.0M | 5.1% | |
| Fidelity Freedom K 2050 | — | — | — | $1.6M | 4.1% | |
| Massachusetts Investors MFS Mid Cap Growth Fund Class R6 | — | — | — | $1.3M | 3.4% | |
| Trust JP Morgan JP Morgan US Equity Fund | — | — | — | $1.3M | 3.2% | |
| Fidelity US Bond Index | — | — | — | $1.1M | 2.8% | |
| Columbia Dividend Income Fund | — | — | — | $837K | 2.1% | |
| Fidelity Freedom K 2055 | — | — | — | $803K | 2.0% | |
| Fidelity Government Money Market K6 | — | — | — | $711K | 1.8% | |
| Fidelity Mid Cap Index | — | — | — | $707K | 1.8% | |
| Fidelity Freedom K 2015 | — | — | — | $666K | 1.7% | |
| Fidelity Global Exports US Index | — | — | — | $567K | 1.4% | |
| Fidelity Freedom K 2010 | — | — | — | $567K | 1.4% | |
| Fidelity Managed Income Portfolio Class 1 | — | — | — | $559K | 1.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $559K | 1.4% | |
| Invesco Discovery R6 Fund | — | — | — | $463K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $443K | 1.1% | |
| Fidelity Freedom K 2020 | — | — | — | $347K | 0.9% | |
| Fund * Fidelity Freedom Index Income Fund ** 580 Institutional Premium Class * Notes Receivable from Interest rates ranging from 4.25%-9.50%; $-- | — | — | — | $294K | 0.7% | |
| Capital Group American Funds New World Fund | — | — | — | $182K | 0.5% | |
| Victory Sycamore Established Value | — | — | — | $156K | 0.4% | |
| Fidelity Freedom K 2060 | — | — | — | $126K | 0.3% | |
| Allspring Global Allspring Special Small Cap Value R6 | — | — | — | $96K | 0.2% | |
| Investments Vanguard Inflation-Protected Securities | — | — | — | $72K | 0.2% | |
| Fidelity Freedom K 2065 | — | — | — | $42K | 0.1% | |
| Fidelity International Cap Appreciation | — | — | — | $32K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Wholesale Trade plans
INTERPACE BIOSCIENCES
INTERPACE BIOSCIENCES 401(K) PLAN
$40.2M · 83 participants
HARRY'S, INC.
HARRY'S, INC. 401(K) PLAN
$42.4M · 499 participants
ANIP ACQUISITIONS D/B/A ANI PHARMACEUTICALS, INC.
ANI PHARMACEUTICALS, INC. 401(K) PLAN
$44.0M · 725 participants
VALUE DRUG COMPANY
VALUE DRUG COMPANY 401(K) PROFIT-SHARING PLAN
$45.2M · 218 participants
CCS MEDICAL
CCS MEDICAL 401(K) PLAN
$46.5M · 1,100 participants
VETTER DEVELOPMENT SERVICES USA, INC.
VETTER DEVELOPMENT SERVICES USA, INC. 401(K) PLAN
$31.1M · 130 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants