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Original filing (PDF)20251014171553NAL0003367921001
PHARMAVITE LLC
Form 5500
FILING_RECEIVED
PHARMAVITE'S 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
2,219
Accounts w/ balance
2,415
Plan assets (EOY)
$228.1M
Net assets (EOY)
$228.1M
How this plan invests
This plan
1 pooled trust
Schedule D
17 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHARMAVITE LLC.
Plan sponsor
Name
PHARMAVITE LLC
EIN
43-1951087
Address
8531 FALLBROOK AVENUE · WEST HILLS, CA · 91304
Phone
(818) 221-6366
Industry
Manufacturingsee 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
2025-10-14
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
GREEN HASSON & JANKS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $192K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREEN HASSON & JANKS LLC | — | LOS ANGELES, CA | INVESTMENT ADVISOR | $51K | — |
| BENEFIT FINANCIAL SERVICES GRP | — | IRVINE, CA | INVESTMENT ADVISOR | $30K | — |
Investments
16 direct securities · 1 pooled fund· $216.4M(95% of reported assets)
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.
Uncategorized
$184.5M
16 holdings
Pooled Separate Account
$31.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prudential Retirement Ins. Guaranteed Income Fund | — | — | — | $41.6M | 18.2% | |
| DRYDEN S&P 500 INDEX FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $31.9M | 14.0% | |
| American Funds American Funds Europacific Gr R6 | — | — | — | $28.3M | 12.4% | |
| American Funds Growth Fund Of Amer R6 | — | — | — | $19.0M | 8.3% | |
| John Hancock Jhancock Disciplined Value R6 | — | — | — | $13.4M | 5.9% | |
| Allspring Special Mid Cap Value Inst | — | — | — | $11.8M | 5.2% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $10.8M | 4.7% | |
| T. Rowe Price Dividend Growth | — | — | — | $10.8M | 4.7% | |
| T. Rowe Price T. Rowe Price Capital Appreciation | — | — | — | $9.4M | 4.1% | |
| Dodge and Cox Dodge & Cox Income X | — | — | — | $9.1M | 4.0% | |
| Fidelity Small Cap Growth K6 | — | — | — | $8.6M | 3.8% | |
| Vanguard Mid Cap Index Ins | — | — | — | $7.3M | 3.2% | |
| Vanguard Small Cap Index Instl | — | — | — | $5.9M | 2.6% | |
| through December 2039 | — | — | — | $4.5M | 2.0% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $2.1M | 0.9% | |
| Blackrock Mid-cap Growth Equity Instl | — | — | — | $1.3M | 0.6% | |
| Great West Key Guaranteed Portfolio Fund | — | — | — | $675K | 0.3% |
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