Samantha Franklin signed Aphena Pharma Solutions Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aphena Pharma Solutions Holdings' EIN is 20-8781790.
Download the official 2024 Form 5500 (PDF) for Aphena Pharma Solutions Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aphena Pharma Solutions Holdings' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT CORPORATION | 36-2708660 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.0M | 14.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.7M | 11.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 8.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.1M | 7.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.1M | 7.5% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $769K | 5.5% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $670K | 4.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $664K | 4.7% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $614K | 4.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $539K | 3.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $520K | 3.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $504K | 3.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $327K | 2.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $308K | 2.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $272K | 1.9% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $220K | 1.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $219K | 1.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $216K | 1.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $173K | 1.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $163K | 1.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $161K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $159K | 1.1% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $137K | 1.0% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $67K | 0.5% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $58K | 0.4% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $53K | 0.4% | |
| CALVERT SMALL CAP FUND I | Registered Investment Companies | — | — | $53K | 0.4% | |
| VANGUARD TAX-MNGD SM CAP ADM | Registered Investment Companies | — | — | $45K | 0.3% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $45K | 0.3% | |
| JH INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $56K |
| — |
