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Original filing (PDF)20251013143637NAL0000724979001
ALIXA RX, LLC
Form 5500
FILING_RECEIVED
ALIXA RX, LLC 401(K) PLAN
401(k) retirement plan
Active participants
220
Accounts w/ balance
333
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALIXA RX, LLC.
Plan sponsor
Name
ALIXA RX, LLC
EIN
36-4717407
Address
6865 WINDCREST DRIVE, SUITE 100 · PLANO, TX · 75024
Phone
(214) 778-0314
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
2025-10-13
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
HMM & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
27 direct securities· $9.6M(88% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2045 INSTL PREM Registered Investment Company | — | — | — | $1.3M | 12.3% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $1.2M | 11.4% | |
| VANGUARD GROWTH INDEX ADM Registered Investment Company | — | — | — | $1.0M | 9.2% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM Registered Investment Company | — | — | — | $842K | 7.7% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM Registered Investment Company | — | — | — | $829K | 7.6% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM Registered Investment Company | — | — | — | $778K | 7.1% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM Registered Investment Company | — | — | — | $546K | 5.0% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $524K | 4.8% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM Registered Investment Company | — | — | — | $425K | 3.9% | |
| VANGUARD VALUE INDEX ADM Registered Investment Company | — | — | — | $419K | 3.8% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL Registered Investment Company | — | — | — | $294K | 2.7% | |
| FIDELITY FREEDOM INDEX INC INSTL PREM Registered Investment Company | — | — | — | $274K | 2.5% | |
| STABLE VALUE FUND FEE CLASS R1 Common/Collective Trust | — | — | — | $259K | 2.4% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM Registered Investment Company | — | — | — | $148K | 1.4% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Registered Investment Company | — | — | — | $146K | 1.3% | |
| FIDELITY EMERGING MARKETS INDEX Registered Investment Company | — | — | — | $99K | 0.9% | |
| Participant Loans Interest rates from 4.25% - 9.5% 0 | — | — | — | $79K | 0.7% | |
| FIDELITY INFLATION PROTECTED BOND INDEX Registered Investment Company | — | — | — | $66K | 0.6% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PREM Registered Investment Company | — | — | — | $65K | 0.6% | |
| CORE PLUS BOND FUND II FEE CLASS R1 Common/Collective Trust | — | — | — | $62K | 0.6% | |
| FIDELITY ADVISOR GOVERNMENT INCOME Z Registered Investment Company | — | — | — | $46K | 0.4% | |
| DFA REAL ESTATE SECURITIES I Registered Investment Company | — | — | — | $38K | 0.4% | |
| FIDELITY FREEDOM INDEX 2020 INSTL PREM Registered Investment Company | — | — | — | $29K | 0.3% | |
| PGIM HIGH-YIELD R6 Registered Investment Company | — | — | — | $18K | 0.2% | |
| MFS MID CAP GROWTH R6 Registered Investment Company | — | — | — | $6K | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $4K | <0.1% | |
| JPMORGAN SMALL CAP GROWTH R6 Registered Investment Company | — | — | — | $1K | <0.1% |
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