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Original filing (PDF)20251015145958NAL0002621987001
SHL PHARMA, LLC
Form 5500
FILING_RECEIVED
SHL PHARMA 401K
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
414
Accounts w/ balance
241
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHL PHARMA, LLC.
Plan sponsor
Name
SHL PHARMA, LLC
EIN
27-3069241
Address
588 JIM MORAN BLVD · DEERFIELD DEACH, FL · 33442
Phone
(954) 798-9434
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
2025-10-15
Pension benefit codes
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
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS AND INSURANCE SERVICE | — | HOUSTON, TX | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | 81-3968784 | — | SERVICE PROVIDER | $2K | — |
Investments
32 direct securities· $15.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.4M | 15.2% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $1.5M | 9.4% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $1.2M | 7.8% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.2M | 7.6% | |
| Vanguard International Growth Fund | — | — | — | $940K | 5.9% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $909K | 5.7% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $767K | 4.8% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $754K | 4.7% | |
| Vanguard Equity Income Fund | — | — | — | $711K | 4.5% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $530K | 3.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $515K | 3.2% | |
| John Hancock Bond Fund | — | — | — | $501K | 3.2% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $443K | 2.8% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $424K | 2.7% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $372K | 2.3% | |
| Voya Fixed Account | — | — | — | $361K | 2.3% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $274K | 1.7% | |
| American Funds New Perspective Fund | — | — | — | $256K | 1.6% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $249K | 1.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $241K | 1.5% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $238K | 1.5% | |
| Voya Government Money Market Fund ** 306 * Notes receivable from participants Interest rates of 4.25% to 9.50% | — | — | — | $219K | 1.4% | |
| Janus Henderson Triton Fund | — | — | — | $196K | 1.2% | |
| American Funds New World Fund | — | — | — | $147K | 0.9% | |
| American Funds American Balanced Fund | — | — | — | $136K | 0.9% | |
| PGIM High Yield Fund | — | — | — | $122K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $109K | 0.7% | |
| PIMCO International Bond Fund | — | — | — | $101K | 0.6% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $11K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $9K | <0.1% | |
| T. Rowe Price Retirement Balance Fund | — | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $3K | <0.1% |
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