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Original filing (PDF)20251015091210NAL0002066915001
PHARMACORD, LLC
Form 5500
FILING_RECEIVED
PHARMACORD, LLC 401(K) PLAN
401(k) retirement plan
Active participants
902
Accounts w/ balance
531
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHARMACORD, LLC.
Plan sponsor
Name
PHARMACORD, LLC
EIN
81-4387992
Address
150 HILTON DRIVE · JEFFERSONVILLE, IN · 47130
Phone
(502) 805-3400
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS | 36-4389114 | — | RECORDKEEPER | $22K | — |
Investments
26 direct securities· $5.9M(83% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $835K | 11.8% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $629K | 8.9% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $587K | 8.3% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $579K | 8.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $491K | 7.0% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $476K | 6.8% | |
| Schwab S&P 500 Index Fund Mutual fund | — | — | — | $428K | 6.1% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $372K | 5.3% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $366K | 5.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund ** 755 Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $226K | 3.2% | |
| T. Rowe Price Blue Chip Growth Fund I Mutual fund | — | — | — | $165K | 2.3% | |
| Invesco Developing Markets R6 Mutual fund | — | — | — | $105K | 1.5% | |
| American Funds American Balanced Fund R6 Mutual fund | — | — | — | $88K | 1.3% | |
| DFA Real Estate Securities Portfolio Mutual fund | — | — | — | $87K | 1.2% | |
| Vanguard Mid-Cap Index Fund Mutual fund | — | — | — | $86K | 1.2% | |
| Dodge & Cox Income I Fund Mutual fund | — | — | — | $60K | 0.9% | |
| Vanguard Total International Stock Index Fund Mutual fund | — | — | — | $56K | 0.8% | |
| Schwab Bank Savings Money market fund | — | — | — | $53K | 0.8% | |
| Vanguard Total Stock Market Index Fund Mutual fund | — | — | — | $47K | 0.7% | |
| Vanguard Small-Cap Index Fund Mutual fund | — | — | — | $36K | 0.5% | |
| Carillon Scout Small Cap Fund I Mutual fund | — | — | — | $28K | 0.4% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual fund | — | — | — | $28K | 0.4% | |
| Invesco International Small-Mid Com R6 Mutual fund | — | — | — | $25K | 0.3% | |
| Dodge & Cox Stock I Fund Mutual fund | — | — | — | $23K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $2K | <0.1% | |
| Thompson Bond Fund Mutual fund | — | — | — | $1K | <0.1% |
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