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Original filing (PDF)20251009091003NAL0006337425001
ACELLA PHARMACEUTICALS, LLC
Form 5500
FILING_RECEIVED
ACELLA PHARMACEUTICALS, LLC 401(K) PROFIT SHARING
401(k) retirement plan
Active participants
551
Accounts w/ balance
1,001
Plan assets (EOY)
$31.6M
Net assets (EOY)
$31.6M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — 149% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACELLA PHARMACEUTICALS, LLC.
Plan sponsor
Name
ACELLA PHARMACEUTICALS, LLC
EIN
26-1193374
Address
1880 MCFARLAND PARKWAY · SUITE 110 · ALPHARETTA, GA · 30005
Phone
(678) 325-5296
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $200K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $29K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SBHU/MORGAN STANLEY SMITH BARNEYLLC | 13-2896238 | — | BROKER | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
Investments
40 direct securities· $31.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Stable Value Core Account 240,647 # | — | — | — | $2.8M | 8.9% | |
| Vanguard US Growth Admiral 13,589 # | — | — | — | $2.5M | 8.0% | |
| Nuveen Large Cap Growth Index R6 36,592 # | — | — | — | $2.5M | 7.8% | |
| Schwab S&P 500 Index 26,235 # | — | — | — | $2.4M | 7.5% | |
| Vanguard Windsor Adm 29,886 # | — | — | — | $2.1M | 6.7% | |
| Vanguard Total Bond Market Index Adm 205,232 # | — | — | — | $1.9M | 6.2% | |
| Nuveen Large Cap Value Index R6 71,411 # | — | — | — | $1.8M | 5.8% | |
| JPMorgan Core Plus Bond R6 245,840 # | — | — | — | $1.8M | 5.5% | |
| Fidelity GNMA Fund 161,141 # | — | — | — | $1.6M | 5.1% | |
| JPMorgan US Equity R6 61,661 # | — | — | — | $1.5M | 4.9% | |
| Vanguard Total Stock Mkt Idx Adm 8,027 # | — | — | — | $1.1M | 3.6% | |
| PGIM High Yield Z 126,480 # | — | — | — | $605K | 1.9% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% maturing at various dates through December 2029 - | — | — | — | $590K | 1.9% | |
| Vanguard International Growth Adm 5,793 # | — | — | — | $588K | 1.9% | |
| Vanguard Dvlp Mrkts Indx Admrl 37,081 # | — | — | — | $570K | 1.8% | |
| Vanguard Emerging Mkts Stock Idx Adm 14,812 # | — | — | — | $545K | 1.7% | |
| Vanguard Total Intl Bond Index Adm 25,068 # | — | — | — | $492K | 1.6% | |
| JPMorgan SmartRetirement 2030 R6 26,504 # | — | — | — | $488K | 1.5% | |
| Fidelity Advisor Small Cap Growth I 14,067 # | — | — | — | $472K | 1.5% | |
| American Funds New Perspective R6 7,557 # | — | — | — | $470K | 1.5% | |
| Schwab Small Cap Index 10,430 # | — | — | — | $372K | 1.2% | |
| Vanguard Mid Cap Index Adm 1,061 # | — | — | — | $347K | 1.1% | |
| Vanguard LifeStrategy Growth Inv 7,824 # | — | — | — | $346K | 1.1% | |
| Vanguard Mid-Cap Growth Index Admiral 3,094 # | — | — | — | $338K | 1.1% | |
| American Beacon Intl Equity R5 22,581 # | — | — | — | $337K | 1.1% | |
| JPMorgan SmartRetirement 2035 R6 15,828 # | — | — | — | $313K | 1.0% | |
| PGIM Quant Solutions Small-Cap Value Z 17,250 # | — | — | — | $292K | 0.9% | |
| JPMorgan SmartRetirement 2025 R6 16,847 # | — | — | — | $281K | 0.9% | |
| Vanguard Real Estate Index Admiral 2,152 # | — | — | — | $272K | 0.9% | |
| American Funds American Balanced R4 7,779 # | — | — | — | $267K | 0.8% | |
| Pioneer Select Mid Cap Growth A 5,637 # | — | — | — | $265K | 0.8% | |
| Vanguard Selected Value Inv 8,655 # | — | — | — | $234K | 0.7% | |
| JPMorgan SmartRetirement 2050 R6 9,354 # | — | — | — | $212K | 0.7% | |
| JPMorgan SmartRetirement 2045 R6 8,224 # | — | — | — | $179K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral 2,084 # | — | — | — | $175K | 0.6% | |
| JPMorgan SmartRetirement 2040 R6 7,845 # | — | — | — | $169K | 0.5% | |
| JPMorgan SmartRetirement 2055 R6 4,652 # | — | — | — | $127K | 0.4% | |
| Vanguard LifeStrategy Income Inv 7,226 # | — | — | — | $109K | 0.3% | |
| JPMorgan SmartRetirement 2060 R6 1,964 # | — | — | — | $45K | 0.1% | |
| Vanguard LifeStrategy Cnsrv Gr Inv 2,106 # | — | — | — | $43K | 0.1% |