Original filing (PDF)20250501140215NAL0002324579001

AMERISOURCE INC.

Name: AMERISOURCE INC. — AMERISOURCE INC. 401(K) PLAN, Form 5500 (2024)
Creator: AMERISOURCE INC.

Form 5500-SF

FILING_RECEIVED

AMERISOURCE INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 AMERISOURCE INC..

Plan sponsor

Name

AMERISOURCE INC.

EIN

47-2194777

Address

508 SOUTH LEXINGTON AVENUE · BURLINGTON, NC · 27215

Phone

(732) 232-4341

Industry

Wholesale Tradesee 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

2025-05-01

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

DAVIS DRUGS, LLC

DAVIS DRUGS, LLC 401(K) PROFIT SHARING PLAN

$630K · 6 participants

PAC-DENT, INC.

PAC-DENT, INC. 401(K) PLAN

$631K · 100 participants

TRUE NUTRITION COMPANY, INC.

TRUE NUTRITION COMPANY, INC. RETIREMENT PLAN

$623K · 14 participants

BABAJI LLC

BABAJI LLC 401(K)

$618K · 6 participants

ALOE CARE INTERNATIONAL

ALOE CARE INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN & TRUST

$611K · 12 participants