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Original filing (PDF)20251008100258NAL0005672129001
BOND PHARMACY, INC.
Form 5500
FILING_RECEIVED
AIS 401(K) PLAN
401(k) retirement plan
Active participants
687
Accounts w/ balance
993
Plan assets (EOY)
$33.1M
Net assets (EOY)
$33.1M
How this plan invests
This plan
32 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 113% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOND PHARMACY, INC..
Plan sponsor
Name
BOND PHARMACY, INC.
EIN
64-0913966
Address
623 HIGHLAND COLONY PARKWAY · RIDGELAND, MS · 39157
Phone
(601) 988-1700
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $114K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES .00 INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $90K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVENS DOWD & COMPANY | — | FLOWOOD, MS | CONTRACT ADMIN | $800 | — |
Investments
1 direct security · 32 pooled funds· $34.0M(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.
Common Collective Trust
$33.9M
32 holdings
Uncategorized
$83K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2035 R GREAT GRAY · EIN 38-4065300 / PN 000 | Common Collective Trust | — | — | $6.3M | 19.1% | |
| MYWAYRETIREMENT INDEX 2045 R GREAT GRAY · EIN 38-4065301 / PN 000 | Common Collective Trust | — | — | $4.9M | 14.8% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.7M | 14.2% | |
| MYWAYRETIREMENT INDEX 2055 R GREAT GRAY · EIN 38-4065302 / PN 000 | Common Collective Trust | — | — | $2.8M | 8.6% | |
| MYWAYRETIREMENT INDEX 2040 R GREAT GRAY · EIN 38-4065298 / PN 000 | Common Collective Trust | — | — | $1.8M | 5.5% | |
| MYWAYRETIREMENT INDEX RETIREMENT R GREAT GRAY · EIN 38-4065298 / PN 000 | Common Collective Trust | — | — | $1.8M | 5.4% | |
| MYWAYRETIREMENT LARGE CAP GROWTH FD GREAT GRAY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| MYWAYRETIREMENT INDEX 2050 R GREAT GRAY · EIN 38-4065307 / PN 000 | Common Collective Trust | — | — | $1.3M | 4.0% | |
| MYWAYRETIREMENT LARGE CAP VALUE FD GREAT GRAY · EIN 38-7264527 / PN 000 | Common Collective Trust | — | — | $1.3M | 3.9% | |
| MYWAYRETIREMENT INDEX 2045 R GREAT GRAY · EIN 38-4065294 / PN 000 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| MYWAYRETIREMENT INDEX 2030 R GREAT GRAY · EIN 38-4065294 / PN 000 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| MYWAYRETIREMENT MID CAP GROWTH FUND GREAT GRAY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $803K | 2.4% | |
| MYWAYRETIREMENT INDEX 2060 R GREAT GRAY · EIN 38-4065297 / PN 000 | Common Collective Trust | — | — | $669K | 2.0% | |
| MYWAYRETIREMENT BALANCED FUND CL R GREAT GRAY · EIN 38-4139866 / PN 000 | Common Collective Trust | — | — | $587K | 1.8% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $549K | 1.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $522K | 1.6% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 000 | Common Collective Trust | — | — | $500K | 1.5% | |
| MYWAYRETIREMENT INDEX 2065 R GREAT GRAY · EIN 38-4139859 / PN 000 | Common Collective Trust | — | — | $344K | 1.0% | |
| MYWAYRETIREMENT CORE BOND FUND CL R GREAT GRAY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $288K | 0.9% | |
| MYWAYRETIREMENT EMERGING MARKETS FD GREAT GRAY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $234K | 0.7% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $169K | $183K | 0.6% | |
| MYWAYRETIREMENT INTERNATIONAL GROWT GREAT GRAY · EIN 38-4139868 / PN 000 | Common Collective Trust | — | — | $182K | 0.5% | |
| [DFE: COLUMBIA OVERSEAS VALUE CIT (extraction pending)] | — | — | — | $83K | 0.3% | |
| MYWAYRETIREMENT INTL VALUE FUND CL GREAT GRAY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $83K | 0.3% | |
| BLACKROCK U.S. TIPS INDEX 1 BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $79K | 0.2% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $66K | $72K | 0.2% | |
| MYWAYRETIREMENT COMMODITIES FUND CL GREAT GRAY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $22K | <0.1% | |
| MYWAYRETIREMENT MID CAP VALUE FUND GREAT GRAY · EIN 38-7264528 / PN 000 | Common Collective Trust | — | — | $10K | <0.1% | |
| MYWAYRETIREMENT GLOBAL BOND FUND CL GREAT GRAY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $8K | <0.1% | |
| MYWAYRETIREMENT SMALL CAP VALUE FD GREAT GRAY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $5K | <0.1% | |
| MYWAYRETIREMENT MULTI-SECTOR BOND F GREAT GRAY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT REAL ESTATE FUND CL GREAT GRAY · EIN 38-4264530 / PN 693 | Common Collective Trust | — | — | $1K | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 R GREAT GRAY · EIN 38-4065299 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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