Original filing (PDF)20250911083432NAL0000120291001

SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT

Name: SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT — SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT

Form 5500-SF

FILING_RECEIVED

SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT.

Plan sponsor

Name

SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT

EIN

39-1735466

Address

10201 INNOVATION DRIVE · SUITE 600 · WAUWATOSA, WI · 53226

Phone

(414) 410-8100

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2E · Profit-sharing

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)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

BUCHANAN BROTHERS, INC

BUCHANAN BROTHERS, INC. 401(K) PROFIT SHARING PLAN

$8.5M · 15 participants

SHELAT ENTERPRISE INC. C/O PROCARE PHARMACY

SHELAT ENTERPRISE INC. DEFINED BENEFIT PLAN

$8.4M · 4 participants

SANS GROUP, LLC

SANS GROUP, LLC 401(K) PLAN

$8.4M · 12 participants

RICHIES PHARMACY AND MEDICAL SU

RICHIE'S PHARMACY AND MEDICAL SUPPLY LLC

$8.4M · 42 participants

LEGACY PHARMACEUTICAL PACKAGING, LLC

LEGACY PHARMACEUTICAL PACKAGING 401(K) PROFIT SHARING PLAN