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Original filing (PDF)20251029132747NAL0000953761001
US PHARMA LAB, LLC
Form 5500
FILING_RECEIVED
US. PHARMA LAB, LLC 401(K) PLAN
401(k) retirement plan
Active participants
336
Accounts w/ balance
239
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US PHARMA LAB, LLC.
Plan sponsor
Name
US PHARMA LAB, LLC
EIN
22-3662154
Address
1300 AIRPORT ROAD · NORTH BRUNSWICK, NJ · 08902
Phone
(732) 296-1990
Industry
Professional & Technical Servicessee 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
2025-10-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RAM ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 | — | INVESTMENT ADVISORS | $7K | — |
Investments
39 direct securities · 1 pooled fund· $11.1M(98% 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.
Registered Investment Companies
$10.7M
38 holdings
OTHER
$353K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.5M | 12.9% | |
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $1.1M | 9.5% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $915K | 8.1% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $800K | 7.1% | |
| AB GOV MONEY MKT I | Registered Investment Companies | — | — | $734K | 6.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $590K | 5.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $472K | 4.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $410K | 3.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $394K | 3.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $378K | 3.4% | |
| INVESTMENTS LINCOLN STABLE VAL SEP ACCT V2 | OTHER | — | — | $353K | 3.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $316K | 2.8% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $281K | 2.5% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $278K | 2.5% | |
| FRANKLIN HIGH INCOME FUND R6 | Registered Investment Companies | — | — | $270K | 2.4% | |
| COLUMBIA EMERGING MKTS - I3 685 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $236K | 2.1% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $230K | 2.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $226K | 2.0% | |
| DFA ENHANCED US LARGE CO INST | Registered Investment Companies | — | — | $211K | 1.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $210K | 1.9% | |
| MFS NEW DISCOVERY FUND R6 | Registered Investment Companies | — | — | $200K | 1.8% | |
| JANUS H OVERSEAS FUND N | Registered Investment Companies | — | — | $187K | 1.7% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $150K | 1.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $121K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $116K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $115K | 1.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $89K | 0.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $77K | 0.7% | |
| JANUS HEN DEV WRLD BD N | Registered Investment Companies | — | — | $63K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $43K | 0.4% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $27K | 0.2% | |
| LDA MULTI ASSET INCOME R6 | Registered Investment Companies | — | — | $23K | 0.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $13K | 0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $7K | <0.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $7K | <0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $0 | <0.1% |
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