Michelle Johnson signed Independent Pharmacy Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independent Pharmacy Cooperative's EIN is 39-1500389.
Download the official 2024 Form 5500 (PDF) for Independent Pharmacy Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independent Pharmacy Cooperative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS INC | — | MEQUON, WI | INVESTMENT ADVISOR | $70K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund N/R | Mutual Funds | — | — | $2.2M | 10.9% | |
| T. Rowe Price Capital Appreciation Fund N/R | Other securities | — | — | $2.2M | 10.8% | |
| Janus Henderson Balanced Fund N/R | Mutual Funds | — | — | $2.0M | 10.0% | |
| Fidelity Investments 500 Index Fund N/R | Common Collective Trusts | — | — | $1.8M | 8.9% | |
| Fidelity Investments Advisory Equity Growth Fund I N/R | Mutual Funds | — | — | $1.7M | 8.4% | |
| Vanguard Balanced Index Fund N/R | Common Collective Trusts | — | — | $1.5M | 7.6% | |
| GALLIARD STABLE RETURN FUND M WELLS FARGO MUTUAL FUNDS · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| Fidelity Investments International Index Fund N/R | Common Collective Trusts | — | — | $1.2M | 6.0% | |
| First Eagle Overseas Fund N/R | Other securities | — | — | $995K | 5.0% | |
| Vanguard Mid Cap Index Admiral Fund N/R | Mutual Funds | — | — | $792K | 4.0% | |
| MFS Mid Cap Value Fund R6 N/R | Mutual Funds | — | — | $670K | 3.4% | |
| Fund American Funds New World Fund R6 N/R | Mutual Funds | — | — | $668K | 3.4% | |
| Vanguard Small Cap Value Index Admiral N/R | Mutual Funds | — | — | $576K | 2.9% | |
| Nuveen Lifecycle Index 2045 Fund R6 N/R 887 Nuveen Lifecycle Index 2055 Fund R6 N/R 168 Nuveen Lifecycle Index 2065 Fund R6 N/R 323 Vanguard Value Index Fund-Admiral N/R | Common Collective Trusts | — | — | $571K | 2.9% | |
| Vanguard Inflation-Protected Securities Fund N/R | Mutual Funds | — | — | $468K | 2.4% | |
| BNY Mellon Natural Resources Fund I N/R | Other securities | — | — | $381K | 1.9% | |
| Cohen & Steers Realty Share Fund N/R | Other securities | — | — | $359K | 1.8% | |
| Osterweis Strategic Income Fund N/R | Other securities | — | — | $167K | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $119K | 0.6% | |
| DFA US Small Cap Fund I N/R | Mutual Funds | — | — | $29K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
