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Original filing (PDF)20251015120708NAL0004797505001
1ST PHORM INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
1ST PHORM 401(K) PLAN
401(k) retirement plan
Active participants
311
Accounts w/ balance
223
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
53 pooled trusts
Schedule D
52 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 (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 1ST PHORM INTERNATIONAL, LLC.
Plan sponsor
Name
1ST PHORM INTERNATIONAL, LLC
EIN
26-2839876
Address
2091 FENTON LOGISTICS PARK BLVD · FENTON, MO · 63026
Phone
(800) 409-9732
Industry
Retail 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC (USA) | 95-2755361 | — | REGISTERED INVST ADVISOR | $879 | — |
Investments
49 direct securities · 53 pooled funds· $10.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$5.3M
53 holdings
Uncategorized
$4.2M
48 holdings
Pooled Separate Accounts
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s - John Hancock * John Hancock American Funds 2060 Target Date Retirement Fund | Pooled Separate Accounts | — | — | $1.2M | 22.3% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 22.0% | |
| John Hancock American Funds 2065 Target Date Retirement Fund | — | — | — | $1.0M | 19.0% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 18.8% | |
| John Hancock American Funds 2055 Target Date Retirement Fund | — | — | — | $712K | 13.3% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $702K | 13.1% | |
| John Hancock American Funds 2050 Target Date Retirement Fund | — | — | — | $535K | 10.0% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $528K | 9.9% | |
| John Hancock 500 Index Fund | — | — | — | $370K | 6.9% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $363K | 6.8% | |
| John Hancock American Funds 2045 Target Date Retirement Fund | — | — | — | $340K | 6.4% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $336K | 6.3% | |
| John Hancock JPMorgan Large Cap Growth | — | — | — | $157K | 2.9% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $155K | 2.9% | |
| John Hancock American Funds 2040 Target Date Retirement Fund | — | — | — | $134K | 2.5% | |
| John Hancock DFA US Large Cap Value Fund | — | — | — | $133K | 2.5% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $133K | 2.5% | |
| DFA US LARGE CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $131K | 2.5% | |
| John Hancock American Funds 2020 Target Date Retirement Fund | — | — | — | $93K | 1.7% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $91K | 1.7% | |
| John Hancock Franklin DynaTech Fund | — | — | — | $83K | 1.6% | |
| FRANKLIN DYNATECH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $83K | 1.5% | |
| John Hancock Baron Real Estate Fund | — | — | — | $82K | 1.5% | |
| BARON REAL ESTATE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 1.5% | |
| John Hancock Science and Technology Fund | — | — | — | $72K | 1.4% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72K | 1.3% | |
| John Hancock EuroPacific Growth Fund | — | — | — | $56K | 1.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | 1.0% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | — | — | — | $52K | 1.0% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 1.0% | |
| John Hancock John Hancock Small Cap Core | — | — | — | $47K | 0.9% | |
| JOHN HANCOCK SMALL CAP CORE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.9% | |
| John Hancock Vanguard International Growth Fund | — | — | — | $39K | 0.7% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 0.7% | |
| John Hancock New World Fund | — | — | — | $25K | 0.5% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.5% | |
| John Hancock Invesco Small Cap Growth Fund | — | — | — | $22K | 0.4% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.4% | |
| John Hancock American Century Small Cap Value Fund | — | — | — | $18K | 0.3% | |
| John Hancock T. Rowe Price Science and Technology Fund | — | — | — | $18K | 0.3% | |
| AMERICAN CENTURY SMALL CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| John Hancock Vanguard Total Bond Market Index Fund | — | — | — | $17K | 0.3% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.3% | |
| John Hancock Lord Abbett High Yield Fund | — | — | — | $16K | 0.3% | |
| LORD ABBETT HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.3% | |
| John Hancock AB Small Cap Growth Fund | — | — | — | $12K | 0.2% | |
| AB SMALL CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| John Hancock DFA International Value Fund | — | — | — | $12K | 0.2% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| John Hancock Fidelity Advisor Leveraged Company Stock Fund | — | — | — | $12K | 0.2% | |
| FIDELITY ADV LEVERAGED CO STK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| John Hancock Capital Appreciation Fund | — | — | — | $12K | 0.2% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| John Hancock Dodge and Cox Stock Fund | — | — | — | $11K | 0.2% | |
| DODGE & COX STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| John Hancock Fidelity International Index Fund | — | — | — | $9K | 0.2% | |
| John Hancock MFS Mid Cap Growth Fund | — | — | — | $9K | 0.2% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.2% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| John Hancock MFS Value Fund | — | — | — | $8K | 0.1% | |
| MFS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| John Hancock TIAA-CREF Small-Cap Blend Index Fund | — | — | — | $7K | 0.1% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.1% | |
| John Hancock Invesco Equity and Income Fund | — | — | — | $7K | 0.1% | |
| INVESCO EQUITY AND INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.1% | |
| John Hancock American Funds Smallcap World Fund | — | — | — | $6K | 0.1% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| John Hancock American Funds New Perspective Fund | — | — | — | $6K | 0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| John Hancock AB Global Bond Fund | — | — | — | $5K | <0.1% | |
| John Hancock Thrivent Mid Cap Stock Fund | — | — | — | $5K | <0.1% | |
| John Hancock BlackRock International Fund | — | — | — | $5K | <0.1% | |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| THRIVENT MID CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| BLACKROCK INTERNATIONAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| John Hancock Franklin Mutual Beacon Fund | — | — | — | $4K | <0.1% | |
| FRANKLIN MUTUAL BEACON FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| John Hancock John Hancock Stable Value Fund | — | — | — | $4K | <0.1% | |
| John Hancock Fidelity Advisor Balanced Fund | — | — | — | $4K | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| FIDELITY ADVISOR BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| John Hancock Northern Emerging Markets Equity Index Fund | — | — | — | $3K | <0.1% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| John Hancock AF Capital World Bond Fund | — | — | — | $3K | <0.1% | |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| John Hancock John Hancock Emerging Markets Equity Fund | — | — | — | $3K | <0.1% | |
| JOHN HANCOCK EM EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| John Hancock American Funds Fundamental Investors | — | — | — | $2K | <0.1% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| John Hancock Total Bond Market Fund | — | — | — | $2K | <0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| John Hancock DFA Inflation-Protected Securities Fund | — | — | — | $1K | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| John Hancock AB Income Fund | — | — | — | $1K | <0.1% | |
| AB INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| John Hancock Western Asset Core Bond Fund | — | — | — | $1K | <0.1% | |
| WESTERN ASSET CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AB DISCOVERY VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $957 | <0.1% |
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