Megan Alterman signed Auburn Pharmacies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Auburn Pharmacies, Inc.'s EIN is 48-1111911.
Download the official 2024 Form 5500 (PDF) for Auburn Pharmacies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Auburn Pharmacies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LT HY 2030 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.0M | 26.0% | |
| PRINCIPAL LT HY 2040 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 12.1% | |
| PRINCIPAL LT HY 2050 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.5M | 9.7% | |
| PRINCIPAL LT HY 2035 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.3M | 8.3% | |
| PRINCIPAL LT HY 2045 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 7.4% | |
| PRINCIPAL LT HY 2055 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $907K | 5.8% | |
| PRINCIPAL LT HY 2025 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $836K | 5.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $657K | 4.2% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $564K | 3.6% | |
| BLACKROCK EQ INDEX R WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $500K | 3.2% | |
| PRINCIPAL LT HY 2020 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $294K | 1.9% | |
| PRINCIPAL LT HY 2060 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $279K | 1.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $201K | 1.3% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $199K | 1.3% | |
| BLACKROCK MID CAP EQ IDX R WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $170K | 1.1% | |
| PRINCIPAL LT HY 2065 Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $165K | 1.1% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $159K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $153K | 1.0% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $136K | 0.9% | |
| BLACKROCK RUSSELL 2000 IDX R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $131K | 0.8% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $66K | 0.4% | |
| BLACKROCK EAFE EQ IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $57K | 0.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $52K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $29K | 0.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $27K | 0.2% | |
| PRINCIPAL LT HY INC Z PRINCIPAL GLOBAL INV TRUST · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $26K | 0.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| BNY MELLON GLOBAL FIXED INC Y | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
