Original filing (PDF)20250522121958NAL0008258226001

TABULA RASA HEALTHCARE GROUP, INC.

Name: TABULA RASA HEALTHCARE GROUP, INC. — TABULA RASA HEALTHCARE GROUP, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: TABULA RASA HEALTHCARE GROUP, INC.

Form 5500

FILING_RECEIVED

TABULA RASA HEALTHCARE GROUP, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TABULA RASA HEALTHCARE GROUP, INC..

Plan sponsor

Name

TABULA RASA HEALTHCARE GROUP, INC.

EIN

26-4642609

Address

228 STRAWBRIDGE DR SUITE 100 · MOORESTOWN, NJ · 08057

Phone

(888) 974-2763

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

2024-11-29

Filed

2025-05-22

Pension benefit codes

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)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$108K	—

Investments

1 pooled fund· $0

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.