William David Neiss signed Apothecary Products, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Apothecary Products, LLC.'s EIN is 46-4805538.
Download the official 2024 Form 5500 (PDF) for Apothecary Products, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apothecary Products, LLC.'s plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.6M | 15.1% | |
| Fid 500 Index Mutual Fund NR | Common Collective Trusts | — | — | $2.1M | 12.6% | |
| Vang Target Ret 2040 Mutual Fund NR | Other securities | — | — | $1.4M | 8.4% | |
| Vang Target Ret 2035 Mutual Fund NR | Other securities | — | — | $1.1M | 6.7% | |
| Vang Target Ret 2030 Mutual Fund NR | Other securities | — | — | $927K | 5.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $903K | 5.3% | |
| Vang Target Ret 2020 Mutual Fund NR | Other securities | — | — | $860K | 5.0% | |
| Vang Target Ret 2025 Mutual Fund NR | Other securities | — | — | $810K | 4.8% | |
| Vang Target Ret 2050 Mutual Fund NR | Other securities | — | — | $795K | 4.7% | |
| Vang Target Ret 2045 Mutual Fund NR | Other securities | — | — | $725K | 4.3% | |
| Vang Target Ret 2055 Mutual Fund NR | Other securities | — | — | $679K | 4.0% | |
| Blkrk Hlth Sci Opp K Mutual Fund NR | Other securities | — | — | $499K | 2.9% | |
| Vang Mdcpval Idx Adm Mutual Fund NR | Common Collective Trusts | — | — | $467K | 2.7% | |
| Mfs Value R6 Mutual Fund NR | Mutual Funds | — | — | $451K | 2.6% | |
| C&S Real Estate Z Mutual Fund NR | Other securities | — | — | $413K | 2.4% | |
| JPM Mid Cap Grth R6 Mutual Fund NR | Other securities | — | — | $303K | 1.8% | |
| AF Balanced R6 Mutual Fund NR | Other securities | — | — | $282K | 1.7% | |
| Fid Intl Index Mutual Fund NR | Mutual Funds | — | — | $247K | 1.4% | |
| Fid Sm Cap Idx Mutual Fund NR | Common Collective Trusts | — | — | $184K | 1.1% | |
| Fid Mid Cap Idx Mutual Fund NR | Common Collective Trusts | — | — | $176K | 1.0% | |
| AF Europac Growth R6 Mutual Fund NR | Other securities | — | — | $160K | 0.9% | |
| Participant Loans Interest rates: 4.25% - 9.50%, $0 | Bonds / Notes | — | — | $157K | 0.9% | |
| Vang Target Ret 2060 Mutual Fund NR | Other securities | — | — | $146K | 0.9% | |
| Fid Small Cap Gr K6 Mutual Fund NR | Mutual Funds | — | — | $139K | 0.8% | |
| Um Behavioral Val R6 Mutual Fund NR | Other securities | — | — | $127K | 0.7% | |
| Pioneer Strat Inc K Mutual Fund NR | Common Stocks | — | — | $98K | 0.6% | |
| Fid Total Bond K6 Mutual Fund NR | Mutual Funds | — | — | $76K | 0.4% | |
| Vang Target Ret Inc Mutual Fund NR | Common Stocks | — | — | $48K | 0.3% | |
| AF Cap World G&I R6 Mutual Fund NR | Other securities | — | — | $39K | 0.2% | |
| Vang Target Ret 2065 Mutual Fund NR | Other securities | — | — | $38K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
