Shirley Horner signed PAI Holdings, LLC DBA Pharmaceut's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PAI Holdings, LLC DBA Pharmaceut's EIN is 57-0511073.
Download the official 2024 Form 5500 (PDF) for PAI Holdings, LLC DBA Pharmaceut from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PAI Holdings, LLC DBA Pharmaceut'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 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | 56-2641678 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $4.2M | 12.9% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $3.4M | 10.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 8.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 8.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 6.5% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.4% | |
| INVESCO S&P 500 INDEX FUND R6 | Registered Investment Companies | — | — | $2.1M | 6.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 6.0% | |
| HTFD BALANCED INCOME R6 | Registered Investment Companies | — | — | $1.5M | 4.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 3.3% | |
| JANUS HENDERSON FORTY FUND - I | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $623K | 1.9% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $607K | 1.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $590K | 1.8% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $563K | 1.7% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $548K | 1.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $507K | 1.6% | |
| INVESCO VAL OPPORT FUND R6 | Registered Investment Companies | — | — | $461K | 1.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $351K | 1.1% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $224K | 0.7% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $217K | 0.7% | |
| NUVEEN QUANT SMCAP EQUITY R6 | Registered Investment Companies | — | — | $198K | 0.6% | |
| AMC FOCUSED LARGE CAP VAL R6 | Registered Investment Companies | — | — | $195K | 0.6% | |
| HARTFORD INTL VALUE R6 | Registered Investment Companies | — | — | $170K | 0.5% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $109K | 0.3% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $106K | 0.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $99K | 0.3% | |
| HARTFORD SM CO R6 | Registered Investment Companies | — | — | $96K | 0.3% | |
| BWGL GLB OP BD A | Registered Investment Companies | — | — | $40K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $21K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $65K |
| — |
