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Original filing (PDF)20251010120442NAL0008118401001
PHARMALOGIC HOLDINGS CORP.
Form 5500
FILING_RECEIVED
PHARMALOGIC HOLDINGS CORP 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
962
Accounts w/ balance
662
Plan assets (EOY)
$42.3M
Net assets (EOY)
$42.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHARMALOGIC HOLDINGS CORP..
Plan sponsor
Name
PHARMALOGIC HOLDINGS CORP.
EIN
20-3958410
Address
5301 N FEDERAL HIGHWAY · SUITE 280 · BOCA RATON, FL · 33487
Phone
(561) 416-0085
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER | 04-3499945 | KINGSTON, NH | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $51K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
22 direct securities · 2 pooled funds· $43.5M(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
$41.6M
22 holdings
Common Collective Trust
$1.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $7.1M | 16.7% | |
| Fidelity Large Cap Growth Index Fund " | — | — | — | $3.1M | 7.2% | |
| American Funds 2045 Target Date Retirement Fund " | — | — | — | $2.7M | 6.4% | |
| American Funds 2055 Target Date Retirement Fund " | — | — | — | $2.5M | 6.0% | |
| American Funds 2035 Target Date Retirement Fund " | — | — | — | $2.5M | 5.9% | |
| American Funds 2030 Target Date Retirement Fund " | — | — | — | $2.4M | 5.6% | |
| Fidelity Small Cap Index Fund " | — | — | — | $2.2M | 5.2% | |
| Fidelity Total International Index Fund " | — | — | — | $2.0M | 4.8% | |
| American Funds 2050 Target Date Retirement Fund " | — | — | — | $2.0M | 4.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $1.9M | 4.5% | |
| American Funds 2020 Target Date Retirement Fund " | — | — | — | $1.9M | 4.5% | |
| Invesco Stable Asset Fund Common collective trust | — | — | — | $1.9M | 4.5% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.5% | |
| American Funds 2040 Target Date Retirement Fund " | — | — | — | $1.7M | 4.1% | |
| Putnam Large Capital Value Fund " | — | — | — | $1.7M | 4.0% | |
| American Funds 2025 Target Date Retirement Fund " | — | — | — | $1.6M | 3.7% | |
| American Funds 2060 Target Date Retirement Fund " | — | — | — | $1.3M | 3.1% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $816K | 1.9% | |
| Carillon Eagle Mid Cap Growth Fund " | — | — | — | $796K | 1.9% | |
| Victory Sycamore Established Value Fund " | — | — | — | $710K | 1.7% | |
| Fidelity Small Cap Value Index Fund " | — | — | — | $421K | 1.0% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund | — | — | — | $257K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund " | — | — | — | $74K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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