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Original filing (PDF)20250925084614NAL0007460257001

MAINLINE PHARMACY

Form 5500
FILING_RECEIVED
MAINLINE PHARMACY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
45
Accounts w/ balance
59
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
19 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "INVESTMENT COMPANY OF AMERICA" is 26% of plan.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAINLINE PHARMACY.
Plan sponsor
Name
MAINLINE PHARMACY
EIN
30-0708006
Address
1207 SECOND STREET · CRESSON, PA · 16630
Phone
(814) 472-9390
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REILLY CREPPAGE & COMPANY, INC.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

19 direct securities· $3.3M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
INVESTMENT COMPANY OF AMERICA$865K26.0%
EUROPACIFIC GROWTH FUN$496K14.9%
CAPITAL WORLD GR. & INCOME$444K13.4%
AMCAP FUND$431K13.0%
FUNDAMENTAL INVESTORS$350K10.5%
AF 2055 TARGEET DATE 0 AF 2060 TARGEET DATE$152K4.6%
AF U.S. GOVERNMENT MONEY MARKE 197 AMERICAN BALANCED FUND$130K3.9%
NEW WORLD FUND$116K3.5%
NEW PERSPECTIVE FUND$101K3.0%
BOND FUND OF AMERICA$58K1.8%
AF 2015 TARGEET DATE 0 AF 2020 TARGEET DATE$49K1.5%
CAPITAL INCOME BUILDER$43K1.3%
GLOBAL BALANCED FUND$25K0.8%
AF 2030 TARGEET DATE$24K0.7%
AF 2065 TARGEET DATE$21K0.6%
CAPITAL WORLD BOND FUND$5K0.1%
AF 2040 TARGEET DATE 0 AF 2045 TARGEET DATE 0 AF 2050 TARGEET DATE$4K0.1%
AF 2025 TARGEET DATE$2K<0.1%
AF 2035 TARGEET DATE$2K<0.1%

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