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Original filing (PDF)20250915081235NAL0000918785001
AVITA DRUGS, LLC
Form 5500
FILING_RECEIVED
AVITA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
563
Accounts w/ balance
661
Plan assets (EOY)
$41.6M
Net assets (EOY)
$41.6M
How this plan invests
This plan
9 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVITA DRUGS, LLC.
Plan sponsor
Name
AVITA DRUGS, LLC
EIN
57-0290371
Address
10604 COURSEY BLVD · BATON ROUGE, LA · 708164015
Phone
(803) 254-5884
Industry
Retail 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
2025-09-15
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)
Audit & trust (Schedule H)
Auditor
LONG CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FINANCIAL GROUP, LLC | 90-0138117 | — | INVESTMENT ADVISORY | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $87K | — |
Investments
26 direct securities · 9 pooled funds· $44.1M(100% 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
$35.8M
26 holdings
Common Collective Trust
$8.3M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Rtmt I 2045 I Fd Mutual Fund | — | — | — | $7.2M | 17.2% | |
| T. Rowe Price Rtmt I 2035 I Fd Mutual Fund | — | — | — | $4.3M | 10.2% | |
| T. Rowe Price Rtmt I 2040 I Fd Mutual Fund | — | — | — | $3.9M | 9.5% | |
| T. Rowe Price Rtmt I 2050 I Fd Mutual Fund | — | — | — | $3.7M | 8.9% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.0M | 7.3% | |
| T. Rowe Price Rtmt I 2055 I Fd Mutual Fund | — | — | — | $2.7M | 6.6% | |
| Great Gray Lg Cap Gr Fd II R1 Common/Collective Trust | — | — | — | $2.2M | 5.3% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.2M | 5.3% | |
| Prin MidCap Inst Fund Mutual Fund | — | — | — | $1.6M | 3.8% | |
| T. Rowe Price Rtmt I 2030 I Fd Mutual Fund | — | — | — | $1.5M | 3.5% | |
| T. Rowe Price Rtmt I 2060 I Fd Mutual Fund | — | — | — | $1.4M | 3.3% | |
| T. Rowe Price Rtmt I 2025 I Fd Mutual Fund | — | — | — | $1.4M | 3.3% | |
| Amer Funds Amer Bal R6 Fd Mutual Fund | — | — | — | $885K | 2.1% | |
| BlackRock Global Alloc Inst Fd Mutual Fund | — | — | — | $765K | 1.8% | |
| Participant Loans Interest rates from 4.25% to 9.50% | — | — | — | $688K | 1.7% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $639K | 1.5% | |
| PIMCO Income Institutional Fd Mutual Fund | — | — | — | $601K | 1.4% | |
| T. Rowe Price Overseas Stk Fd Mutual Fund | — | — | — | $597K | 1.4% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $581K | 1.4% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $548K | 1.3% | |
| Prin Real Estate Secs Inst Fd Mutual Fund | — | — | — | $545K | 1.3% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $486K | 1.2% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $448K | 1.1% | |
| Vgd Ttl Intl Stk Idx Adm Fd Mutual Fund | — | — | — | $407K | 1.0% | |
| T. Rowe Price Rtmt I 2015 I Fd Mutual Fund | — | — | — | $376K | 0.9% | |
| PIMCO Real Return Instl Fund Mutual Fund | — | — | — | $329K | 0.8% | |
| Great Gray Sm Cap Gr Fd II R1 Common/Collective Trust | — | — | — | $307K | 0.7% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $307K | 0.7% | |
| T. Rowe Price Rtmt I 2065 I Fd Mutual Fund | — | — | — | $165K | 0.4% | |
| MFS Research Intl R6 Fund Mutual Fund | — | — | — | $147K | 0.4% | |
| iSshs Russ 2000 SC Idx Inst Fd Mutual Fund | — | — | — | $92K | 0.2% | |
| Amer Century Sml Cap Val I Fd Mutual Fund | — | — | — | $45K | 0.1% | |
| (E) | — | — | — | $25K | <0.1% | |
| T. Rowe Price Rtmt I 2020 I Fd Mutual Fund | — | — | — | $25K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |