Anthony Warren signed Pharmacy Data Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pharmacy Data Management, Inc.'s EIN is 34-1435943.
Download the official 2024 Form 5500 (PDF) for Pharmacy Data Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pharmacy Data Management, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS INC | — | AKRON, OH | CONTRACT ADMIN | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $15.3M | 99.4% | |
| IndexSelect Moderate 2045 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $3.7M | 24.2% | |
| IndexSelect Moderate 2035 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $3.2M | 20.6% | |
| IndexSelect Moderate Retire Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $2.3M | 14.8% | |
| IndexSelect Moderate 2055 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1.5M | 9.4% | |
| JPMorgan Large Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $778K | 5.1% | |
| MassMutual Blue Chip Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $445K | 2.9% | |
| Vanguard 500 Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $335K | 2.2% | |
| JPMorgan US Equity Pooled Separate Account | Pooled Separate Accounts | — | — | $286K | 1.9% | |
| Vanguard Total Intl Stock Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $280K | 1.8% | |
| American Funds American Mutual Pooled Separate Account | Pooled Separate Accounts | — | — | $274K | 1.8% | |
| Calvert US Large Cap Core Rspnb Index Pooled Separate Account | Pooled Separate Accounts | — | — | $271K | 1.8% | |
| Vanguard Mid Cap Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $259K | 1.7% | |
| IndexSelect Aggressive 2055 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $244K | 1.6% | |
| Invesco Corporate Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $243K | 1.6% | |
| MassMutual Small Cap Gr Equity Pooled Separate Account | Pooled Separate Accounts | — | — | $228K | 1.5% | |
| Vanguard Small Cap Index Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $193K | 1.3% | |
| MassMutual Mid Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $192K | 1.2% | |
| IndexSelect Aggressive 2035 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $165K | 1.1% | |
| MFS Research International Pooled Separate Account | Pooled Separate Accounts | — | — | $128K | 0.8% | |
| American Funds Europacific Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $94K | 0.6% | |
| iShares US Aggregate Bond Index Pooled Separate Account | Pooled Separate Accounts | — | — | $84K | 0.5% | |
| MassMutual Inflation-Protection and Income Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $82K | 0.5% | |
| MassMutual Life Insurance Company Fully benefit-responsive investment contract Mass Mutual Fixed Account | Common Stocks | — | — | $57K | 0.4% | |
| IndexSelect Aggressive Retire Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $36K | 0.2% | |
| Columbia Select Mid Cap Value Pooled Separate Account | Pooled Separate Accounts | — | — | $23K | 0.2% | |
| IndexSelect Aggressive 2045 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $12K | <0.1% | |
| Franklin Small Cap Value Pooled Separate Account | Pooled Separate Accounts | — | — | $11K | <0.1% | |
| IndexSelect Conservative 2045 Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
