Original filing (PDF)20251013082806NAL0002066466001

TRUESCRIPTS HOLDINGS, INC.

Name: TRUESCRIPTS HOLDINGS, INC. — REFORMED TRUESCRIPTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: TRUESCRIPTS HOLDINGS, INC.

Form 5500

FILING_RECEIVED

REFORMED TRUESCRIPTS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

166

Accounts w/ balance

172

Plan assets (EOY)

$51.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUESCRIPTS HOLDINGS, INC..

Plan sponsor

Name

TRUESCRIPTS HOLDINGS, INC.

EIN

93-4418149

Address

513 E SOUTH ST · WASHINGTON, IN · 47501

Phone

(812) 582-0415

Industry

Finance & Insurancesee 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

2025-10-13

Pension benefit codes

2P · Leveraged ESOP

3I · Requires investment in employer securities

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

KATZ, SAPPER & MILLER LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $51.0M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	* TrueScripts Holdings, Inc.	Common Stocks	—	$48.0M	$51.0M	100.0%

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