DAVE Swinehart signed United States Pharmaceutical GRO's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United States Pharmaceutical GRO's EIN is 65-1122695.
Download the official 2024 Form 5500 (PDF) for United States Pharmaceutical GRO from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United States Pharmaceutical GRO'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 | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $102K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $5.2M | 13.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $3.3M | 8.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 8.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 7.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 7.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 6.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $2.4M | 6.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $2.2M | 5.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 3.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.2M | 3.2% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 2.7% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $959K | 2.5% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $949K | 2.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $856K | 2.2% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $820K | 2.1% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $736K | 1.9% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $704K | 1.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $683K | 1.8% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $293K | 0.8% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $201K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
