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Original filing (PDF)20250616151536NAL0001583344001
SPECIALTY RX, INC.
Form 5500
FILING_RECEIVED
SPECIALTY RX, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 24.0 mo
Active participants
526
Accounts w/ balance
234
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Filed 24.0 months past the 10.5-month grace window.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPECIALTY RX, INC..
Plan sponsor
Name
SPECIALTY RX, INC.
EIN
74-3046353
Address
2 BERGEN TURNPIKE · RIDGEFIELD PARK, NJ · 07660
Phone
(908) 241-6337
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-08-01
Tax period
2022-07-31
Filed
2025-06-16
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
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FASTEN HALBERSTAM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $316 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP | — | SOUDERTON, PA | CONTRACT ADMIN | $425 | — |
Investments
21 direct securities · 1 pooled fund· $4.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.4M
21 holdings
Pooled Separate Account
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.3M | 91.2% | |
| JPMorgan SmartRetirement 2035 R2 Pooled Separate Accounts | — | — | — | $341K | 13.7% | |
| JPMorgan SmartRetirement 2045 R2 Pooled Separate Accounts | — | — | — | $310K | 12.4% | |
| JPMorgan SmartRetirement 2050 R2 Pooled Separate Accounts | — | — | — | $271K | 10.9% | |
| JPMorgan SmartRetirement 2055 R2 Pooled Separate Accounts | — | — | — | $242K | 9.7% | |
| JPMorgan SmartRetirement 2020 R2 Pooled Separate Accounts | — | — | — | $223K | 9.0% | |
| MM S&P 500 Index R3 Pooled Separate Accounts | — | — | — | $171K | 6.9% | |
| JPMorgan SmartRetirement 2040 R2 Pooled Separate Accounts | — | — | — | $134K | 5.4% | |
| JPMorgan SmartRetirement 2025 R2 Pooled Separate Accounts | — | — | — | $97K | 3.9% | |
| MassMutual Blue Chip Growth R3 Pooled Separate Accounts | — | — | — | $95K | 3.8% | |
| Fixed Account Stable Value Fund | — | — | — | $83K | 3.3% | |
| JPMorgan SmartRetirement 2030 R2 Pooled Separate Accounts | — | — | — | $77K | 3.1% | |
| Fidelity Advisor Total Bond M Pooled Separate Accounts | — | — | — | $63K | 2.5% | |
| MassMutual Mid Cap Growth R3 Pooled Separate Accounts | — | — | — | $60K | 2.4% | |
| Victory Sycamore Small Company Opp R Pooled Separate Accounts | — | — | — | $47K | 1.9% | |
| American Century Mid Cap Value R Pooled Separate Accounts | — | — | — | $38K | 1.5% | |
| American Century International Gr R Pooled Separate Accounts ** $ | — | — | — | $30K | 1.2% | |
| Fidelity Advisor Real Estate M Pooled Separate Accounts | — | — | — | $29K | 1.2% | |
| American Funds Capital World Gr&Inc R1 Pooled Separate Accounts | — | — | — | $17K | 0.7% | |
| JPMorgan SmartRetirement Income R2 Pooled Separate Accounts | — | — | — | $14K | 0.6% | |
| American Funds Washington Mutual R1 Pooled Separate Accounts | — | — | — | $9K | 0.4% | |
| American Funds Amcap R1 Pooled Separate Accounts | — | — | — | $4K | 0.2% |
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