Nikki Deroche signed Complete RX, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Complete RX, Ltd.'s EIN is 76-0558688.
Download the official 2024 Form 5500 (PDF) for Complete RX, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Complete RX, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $3.0M | 12.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.6M | 10.8% | |
| PRINCIPAL EQUITY INC - INSTL | Registered Investment Companies | — | — | $2.5M | 10.3% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $2.1M | 8.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 6.1% | |
| BAIRD MIDCAP GROWTH INST | Registered Investment Companies | — | — | $1.4M | 5.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.1M | 4.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $964K | 4.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $920K | 3.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $883K | 3.7% | |
| BRANDYWINE GLBL CORP CREDIT IS | Registered Investment Companies | — | — | $705K | 2.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $675K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $666K | 2.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $590K | 2.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $563K | 2.4% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $553K | 2.3% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $516K | 2.2% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $474K | 2.0% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $443K | 1.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $328K | 1.4% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $299K | 1.2% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $266K | 1.1% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $200K | 0.8% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $168K | 0.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $161K | 0.7% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $160K | 0.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $152K | 0.6% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $38K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $57K |
| — |
