· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HERBST APOTHECARY, INC. — HERBST APOTHECARY, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250121101932NAL0006193154001
HERBST APOTHECARY, INC.
Form 5500-SF
FILING_RECEIVED
HERBST APOTHECARY, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
19
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HERBST APOTHECARY, INC.
.
Find decision makers
Plan sponsor
Name
HERBST APOTHECARY, INC.
EIN
35-1397639
Address
201 NORTH DIXON ROAD · KOKOMO, IN · 46901
Phone
(765) 457-1191
Industry
Wholesale Trade
see 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
2025-01-21
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
TRIANA BIOMEDICINES, INC.
TRIANA BIOMEDICINES 401(K) PLAN
$2.6M · 39 participants
ALLCARE ORTHOTIC AND PROSTHETIC SERVICES, LLC
ALLCARE ORTHOTIC AND PROSTHETIC SERVICES 401(K) PLAN
$2.6M · 29 participants
GENOMMA LAB USA INC
GENOMMA LAB USA INC 401(K) PLAN
$2.5M · 34 participants
NEW YORK PULMONARY & SLEEP MEDICINE, PC
NEW YORK PULMONARY & SLEEP MEDICINE, PC PENSION PLAN
$2.5M · 7 participants
GULFCOAST PHARMACEUTICAL SPECIALTY, LLC
GULFCOAST PHARMACEUTICAL SPECIALTY 401(K) / PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.7M · 20 participants
THRIFTY PHARMACY, INC.
THRIFTY PHARMACY, INC. 401(K) PLAN
$2.5M · 29 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
