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Original filing (PDF)20251010103957NAL0007533153001
PFIZER PHARMACEUTICALS LLC
Form 5500
FILING_RECEIVED
PFIZER PHARMACEUTICALS LLC PROFIT SHARING EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
1,362
Accounts w/ balance
1,164
Plan assets (EOY)
$66.9M
Net assets (EOY)
$66.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PFIZER PHARMACEUTICALS LLC.
Plan sponsor
Name
PFIZER PHARMACEUTICALS LLC
EIN
66-0577291
Address
1000 MYLAN BOULEVARD · CANONSBURG, PA · 15317
Phone
(724) 514-1800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $13K | — |
Investments
30 direct securities · 4 pooled funds· $68.2M(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
$50.6M
30 holdings
Common Collective Trust
$17.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NORTHERN TRUST SP 500 INDEX TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $7.6M | 11.4% | |
| GALLIARD STABLE RETURN FUND CLASS E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $5.9M | 8.8% | |
| AllianceBernstein Small Cap Growth Fund . | — | — | $4.9M | $5.7M | 8.5% | |
| JP Morgan JPMorgan Smart Retirement Blend 2030 Fund R6 . | — | — | $5.0M | $5.5M | 8.2% | |
| JP Morgan JPMorgan Smart Retirement Blend 2035 Fund R6 . | — | — | $4.8M | $5.4M | 8.0% | |
| JPM SMARTRTRMNT BLEND 2040 R6 MUTUAL FUNDS | — | — | $3.7M | $4.3M | 6.4% | |
| LOAN FUND LOANS | — | — | $3.3M | $3.3M | 5.0% | |
| Notes receivable from participants with interest rates from 4.25% to 9.50% maturing | — | — | — | $3.3M | 5.0% | |
| JPM SMARTRTRMNT BLEND 2025 R6 MUTUAL FUNDS | — | — | $2.5M | $2.7M | 4.0% | |
| JPM SMARTRTRMNT BLEND 2050 R6 MUTUAL FUNDS | — | — | $2.2M | $2.6M | 3.9% | |
| Northern Trust Northern Trust S&P MCAP Tier 3 . | — | — | — | $2.2M | 3.4% | |
| NORTHERN TRUST SP MIDCAP 400 INDEX NORTHERN TRUST · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| Vanguard FTSE Social Index Fund Admiral . | — | — | — | $2.2M | 3.3% | |
| JPM SMARTRTRMNT BLEND 2045 R6 MUTUAL FUNDS | — | — | $1.9M | $2.2M | 3.3% | |
| Columbia Small Cap Value Fund . | — | — | — | $2.0M | 3.1% | |
| MFS Mass MFS Mass Investors Gr Stock R4 . | — | — | — | $2.0M | 2.9% | |
| NORTHERN TRUST COLLECTIVE EAFE INDE NORTHERN TRUST · EIN 45-6138589 / PN 111 | Common Collective Trust | — | — | $1.8M | 2.7% | |
| Vanguard Total Bond Market Fund . | — | — | — | $1.8M | 2.7% | |
| MFS Instl MFS Institutional International Equity Fund R6 . | — | — | — | $1.5M | 2.2% | |
| Metropolitan West Total Fund I . | — | — | — | $1.3M | 1.9% | |
| Invesco Diversified Div CL R5 . | — | — | — | $1.1M | 1.7% | |
| JPM SMARTRTRMNT BLEND INCM R6 MUTUAL FUNDS | — | — | $266K | $283K | 0.4% | |
| JP Morgan JPMorgan Smart Retirement Income Fund R6 . | — | — | — | $283K | 0.4% | |
| 2022 $ 236,172 $ — $ | — | — | — | $236K | 0.4% | |
| Vanguard Federal Money Market Fund . | — | — | — | $231K | 0.3% | |
| JPM SMARTRTRMNT BLEND 2020 R6 MUTUAL FUNDS | — | — | $213K | $225K | 0.3% | |
| JP Morgan JPMorgan Smart Retirement Blend 2055 Fund R6 . | — | — | $117K | $113K | 0.2% | |
| JPM SMARTRTRMNT BLEND 2060 R6 MUTUAL FUNDS | — | — | $56K | $59K | <0.1% | |
| JP Morgan JPMorgan Smart Retirement Blend 2065 Fund R6 . | — | — | $50K | $51K | <0.1% | |
| Viatris Inc. Common Stock . | — | — | — | $14K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $11K | $11K | <0.1% | |
| Merrill Lynch BlackRock Liquidity Fund - FedFund . | — | — | — | $11K | <0.1% | |
| Merrill Lynch BlackRock Liquidity Fund, Pending Settlement Fund . | — | — | — | $6K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $5K | $5K | <0.1% |