How big is Maxor National Pharmacy Services Company's plan?

Maxor National Pharmacy Services Company's plan reported $116.7M in assets and 1,178 participants for 2024.

Original filing (PDF)20251015113904NAL0009372994001

Maxor National Pharmacy Services Company

Name: Maxor National Pharmacy Services Company — Form 5500 Plan 002 (2024)
Creator: Maxor National Pharmacy Services Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Maxor National Pharmacy Services Company 401(k) Plan

401(k) retirement plan · Maxor National Pharmacy Services Company's Maxor National Pharmacy Services Company 401(k) Plan held $116.7M in plan assets for 1,178 participants in 2024, with John Hancock as recordkeeper.

Active participants

1,178

Accounts w/ balance

1,406

Plan assets (EOY)

$116.7M

Net assets (EOY)

$116.7M

People on this filing

Joe Ellison signed Maxor National Pharmacy Services Company's 2024 Form 5500 as plan administrator.

Joe Ellison — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Maxor National Pharmacy Services Company's EIN is 75-2399247.

EIN 75-2399247

Plan number 002

Plan year 2024

ACK ID 20251015113904NAL0009372994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maxor National Pharmacy Services Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maxor National Pharmacy Services Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAXOR NATIONAL PHARMACY SERVICES COMPANY.

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MAXOR NATIONAL PHARMACY SERVICES COMPANY

EIN

all filings

Address

320 S. POLK, SUITE 900 · AMARILLO, TX · 79101

Phone

(806) 324-5400

Industry

Retail Trade

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$224K	—

Investments

38 direct securities· $116.7M(100% of reported assets)

Other securities

$83.0M

21 holdings

Common Collective Trusts

$28.8M

7 holdings

Mutual Funds

$4.6M

9 holdings

U.S. Treasuries

$168K

1 holding

					% of plan
BlackRock 60/40 Target Allocation Fund Mutual fund	Other securities	—	—	$19.6M	16.8%
BlackRock 80/20 Target Allocation Fund Mutual fund	Other securities	—	—	$15.4M	13.2%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$11.6M	10.0%
BlackRock LifePath Index 2050 Fund Mutual fund	Other securities	—	—	$8.2M	7.1%
BlackRock LifePath Index 2045 Fund Mutual fund	Other securities	—	—	$7.2M	6.2%
BlackRock LifePath Index 2035 Fund Mutual fund	Other securities	—	—	$5.7M	4.9%
BlackRock LifePath Index 2055 Fund Mutual fund	Other securities	—	—	$5.4M	4.6%
BlackRock LifePath Index 2030 Fund Mutual fund	Other securities	—	—	$4.0M	3.4%
Nuveen Large-Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$3.8M	3.3%
BlackRock LifePath Index 2040 Fund Mutual fund	Other securities	—	—	$3.4M	2.9%
Vanguard Info Tech Index Fund Mutual fund	Common Collective Trusts	—	—	$3.3M	2.8%
BlackRock LifePath Index 2060 Fund Mutual fund	Other securities	—	—	$3.0M	2.6%
Invesco Government Money Market Fund Mutual fund	Mutual Funds	—	—	$2.9M	2.5%
Schwab International Index Fund Mutual fund	Common Collective Trusts	—	—	$2.7M	2.3%
Vanguard Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2.6M	2.2%
Nuveen Large-Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$2.5M	2.1%
Vanguard Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2.4M	2.1%
maturing through August 2041 -	Other securities	—	—	$2.2M	1.9%
BlackRock LifePath Index Retirement Fund Mutual fund	Other securities	—	—	$1.6M	1.4%
JPMorgan Growth Advantage Fund Mutual fund	Other securities	—	—	$1.6M	1.4%
Baird Aggregate Bond Fund Mutual fund	Other securities	—	—	$1.3M	1.1%
BlackRock 40/60 Target Allocation Fund Mutual fund	Other securities	—	—	$1.2M	1.1%
BlackRock 20/80 Target Allocation Fund Mutual fund	Other securities	—	—	$916K	0.8%
JPMorgan US Value Fund Mutual fund	Other securities	—	—	$902K	0.8%
BlackRock High Yield Bond Portfolio Mutual fund	Other securities	—	—	$745K	0.6%
Fidelity Freedom 2040 Mutual fund	Mutual Funds	—	—	$487K	0.4%
Dodge & Cox Income Fund Mutual fund	Mutual Funds	—	—	$482K	0.4%
Fidelity Freedom 2045 Mutual fund	Mutual Funds	—	—	$399K	0.3%
BlackRock LifePath Index 2065 Fund Mutual fund	Other securities	—	—	$319K	0.3%
Fidelity Freedom 2035 Mutual fund	Mutual Funds	—	—	$269K	0.2%
T. Rowe Price US Treasury Fund Mutual fund	U.S. Treasuries	—	—	$168K	0.1%
Federated Hermes Total Return Bond Fund Mutual fund	Other securities	—	—	$133K	0.1%
Baird Short-Term Bond Fund Mutual fund	Other securities	—	—	$91K	<0.1%
Fidelity Freedom 2065 Mutual fund	Mutual Funds	—	—	$67K	<0.1%
MFS Global Bond Fund Mutual fund	Mutual Funds	—	—	$24K	<0.1%
Fidelity Freedom 2050 Mutual fund	Mutual Funds	—	—	$13K	<0.1%
Fidelity Freedom 2030 Mutual fund	Mutual Funds	—	—	$8K	<0.1%
BlackRock LifePath Index 2025 Fund Mutual fund	Other securities	—	—	$6K	<0.1%