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Original filing (PDF)20251014214002NAL0001823427001
HERITAGE PHARMA HOLDINGS, INC. D/B/A AVET PHARMACEUTICALS HOLDINGS INC
Form 5500
FILING_RECEIVED
AVET PHARMA 401(K) PLAN
401(k) retirement plan
Active participants
216
Accounts w/ balance
231
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
33 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
- 58 bps in Schedule C fees — 100% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE PHARMA HOLDINGS, INC. D/B/A AVET PHARMACEUTICALS HOLDINGS INC.
Plan sponsor
Name
HERITAGE PHARMA HOLDINGS, INC. D/B/A AVET PHARMACEUTICALS HOLDINGS INC
EIN
26-4613066
Address
21 COTTERS LANE · EAST BRUNSWICK, NJ · 088162050
Phone
(732) 429-1000
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
2025-10-14
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
TORRILLO AND ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $46K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
33 direct securities· $16.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund | — | — | — | $2.3M | 14.1% | |
| Fidelity 500 Index Fund | — | — | — | $1.9M | 11.7% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $1.8M | 10.6% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $1.7M | 10.3% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $1.4M | 8.5% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $1.2M | 7.1% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $1.1M | 6.8% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $958K | 5.8% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $752K | 4.6% | |
| Fidelity Government Money Market Fund | — | — | — | $534K | 3.2% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $350K | 2.1% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $313K | 1.9% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $260K | 1.6% | |
| American Funds Washington Mutual Fund | — | — | — | $225K | 1.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $220K | 1.3% | |
| Fidelity International Index Fund | — | — | — | $191K | 1.2% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $173K | 1.1% | |
| American Funds New Perspective Fund | — | — | — | $159K | 1.0% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $152K | 0.9% | |
| Fidelity Small Cap Growth Fund | — | — | — | $150K | 0.9% | |
| Fidelity Total Market Index Fund | — | — | — | $129K | 0.8% | |
| Fidelity Small Cap Index Fund | — | — | — | $101K | 0.6% | |
| American Funds New World Fund | — | — | — | $71K | 0.4% | |
| Franklin Small Cap Value Fund | — | — | — | $69K | 0.4% | |
| PGIM High Yield Fund | — | — | — | $65K | 0.4% | |
| Western Asset Core Bond Fund | — | — | — | $64K | 0.4% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $37K | 0.2% | |
| maturities through 2029 | — | — | — | $32K | 0.2% | |
| American Funds EuroPacific Growth Fund | — | — | — | $30K | 0.2% | |
| Fidelity Real Estate Index Fund | — | — | — | $27K | 0.2% | |
| American Century Mid Cap Value Fund | — | — | — | $14K | <0.1% | |
| Fidelity Freedom Index 2010 Fund | — | — | — | $10K | <0.1% | |
| Fidelity Freedom Index Income Fund | — | — | — | $2K | <0.1% |