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Original filing (PDF)20251015103412NAL0002251635001
340B TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
340B TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
303
Accounts w/ balance
238
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
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)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 340B TECHNOLOGIES, INC..
Plan sponsor
Name
340B TECHNOLOGIES, INC.
EIN
47-1520516
Address
161 GAITHER DRIVE · SUITE 201 · MT. LAUREL, NJ · 08054
Phone
(888) 356-6225
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities· $6.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Fund | — | — | — | $884K | 12.6% | |
| American Funds AMCAP Fund | — | — | — | $867K | 12.4% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $644K | 9.2% | |
| American Funds Washington Mutual Fund | — | — | — | $564K | 8.1% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $515K | 7.4% | |
| American Funds Investment Company of America Fund | — | — | — | $438K | 6.3% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $412K | 5.9% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $374K | 5.3% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $326K | 4.7% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $317K | 4.5% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $278K | 4.0% | |
| American Funds SmallCap World Fund | — | — | — | $264K | 3.8% | |
| American Funds American Balanced Fund | — | — | — | $210K | 3.0% | |
| American Funds American High Income Trust Fund | — | — | — | $118K | 1.7% | |
| American Funds Capital Income Builder Fund | — | — | — | $110K | 1.6% | |
| maturities through 2029 | — | — | — | $102K | 1.5% | |
| American Funds U.S. Government Money Market Fund | — | — | — | $96K | 1.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $92K | 1.3% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $79K | 1.1% | |
| American Funds New World Fund | — | — | — | $63K | 0.9% | |
| American Funds Bond Fund of America | — | — | — | $60K | 0.9% | |
| American Funds Capital World Bond Fund | — | — | — | $28K | 0.4% | |
| American Funds U.S. Government Securities Fund | — | — | — | $23K | 0.3% | |
| American Funds Short-Term Bond Fund of America | — | — | — | $23K | 0.3% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $10K | 0.1% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $7K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $5K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund | — | — | — | $1K | <0.1% |