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Original filing (PDF)20251015113904NAL0009372994001
MAXOR NATIONAL PHARMACY SERVICES COMPANY
Form 5500
FILING_RECEIVED
MAXOR NATIONAL PHARMACY SERVICES COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,178
Accounts w/ balance
1,406
Plan assets (EOY)
$116.7M
Net assets (EOY)
$116.7M
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 (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 92% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXOR NATIONAL PHARMACY SERVICES COMPANY.
Plan sponsor
Name
MAXOR NATIONAL PHARMACY SERVICES COMPANY
EIN
75-2399247
Address
320 S. POLK, SUITE 900 · AMARILLO, TX · 79101
Phone
(806) 324-5400
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock 60/40 Target Allocation Fund Mutual fund | — | — | — | $19.6M | 16.8% | |
| BlackRock 80/20 Target Allocation Fund Mutual fund | — | — | — | $15.4M | 13.2% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $11.6M | 10.0% | |
| BlackRock LifePath Index 2050 Fund Mutual fund | — | — | — | $8.2M | 7.1% | |
| BlackRock LifePath Index 2045 Fund Mutual fund | — | — | — | $7.2M | 6.2% | |
| BlackRock LifePath Index 2035 Fund Mutual fund | — | — | — | $5.7M | 4.9% | |
| BlackRock LifePath Index 2055 Fund Mutual fund | — | — | — | $5.4M | 4.6% | |
| BlackRock LifePath Index 2030 Fund Mutual fund | — | — | — | $4.0M | 3.4% | |
| Nuveen Large-Cap Growth Index Fund Mutual fund | — | — | — | $3.8M | 3.3% | |
| BlackRock LifePath Index 2040 Fund Mutual fund | — | — | — | $3.4M | 2.9% | |
| Vanguard Info Tech Index Fund Mutual fund | — | — | — | $3.3M | 2.8% | |
| BlackRock LifePath Index 2060 Fund Mutual fund | — | — | — | $3.0M | 2.6% | |
| Invesco Government Money Market Fund Mutual fund | — | — | — | $2.9M | 2.5% | |
| Schwab International Index Fund Mutual fund | — | — | — | $2.7M | 2.3% | |
| Vanguard Mid Cap Index Fund Mutual fund | — | — | — | $2.6M | 2.2% | |
| Nuveen Large-Cap Value Index Fund Mutual fund | — | — | — | $2.5M | 2.1% | |
| Vanguard Small Cap Index Fund Mutual fund | — | — | — | $2.4M | 2.1% | |
| maturing through August 2041 - | — | — | — | $2.2M | 1.9% | |
| BlackRock LifePath Index Retirement Fund Mutual fund | — | — | — | $1.6M | 1.4% | |
| JPMorgan Growth Advantage Fund Mutual fund | — | — | — | $1.6M | 1.4% | |
| Baird Aggregate Bond Fund Mutual fund | — | — | — | $1.3M | 1.1% | |
| BlackRock 40/60 Target Allocation Fund Mutual fund | — | — | — | $1.2M | 1.1% | |
| BlackRock 20/80 Target Allocation Fund Mutual fund | — | — | — | $916K | 0.8% | |
| JPMorgan US Value Fund Mutual fund | — | — | — | $902K | 0.8% | |
| BlackRock High Yield Bond Portfolio Mutual fund | — | — | — | $745K | 0.6% | |
| Fidelity Freedom 2040 Mutual fund | — | — | — | $487K | 0.4% | |
| Dodge & Cox Income Fund Mutual fund | — | — | — | $482K | 0.4% | |
| Fidelity Freedom 2045 Mutual fund | — | — | — | $399K | 0.3% | |
| BlackRock LifePath Index 2065 Fund Mutual fund | — | — | — | $319K | 0.3% | |
| Fidelity Freedom 2035 Mutual fund | — | — | — | $269K | 0.2% | |
| T. Rowe Price US Treasury Fund Mutual fund | — | — | — | $168K | 0.1% | |
| Federated Hermes Total Return Bond Fund Mutual fund | — | — | — | $133K | 0.1% | |
| Baird Short-Term Bond Fund Mutual fund | — | — | — | $91K | <0.1% | |
| Fidelity Freedom 2065 Mutual fund | — | — | — | $67K | <0.1% | |
| MFS Global Bond Fund Mutual fund | — | — | — | $24K | <0.1% | |
| Fidelity Freedom 2050 Mutual fund | — | — | — | $13K | <0.1% | |
| Fidelity Freedom 2030 Mutual fund | — | — | — | $8K | <0.1% | |
| BlackRock LifePath Index 2025 Fund Mutual fund | — | — | — | $6K | <0.1% |
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