How big is J.M. Blanco Inc. Amerisource Bergen's plan?

J.M. Blanco Inc. Amerisource Bergen's plan covered 39 participants for 2024.

Original filing (PDF)20250528090529NAL0004297123001

J.M. Blanco Inc. Amerisource Bergen

Name: J.M. Blanco Inc. Amerisource Bergen — J.M. Blanco, Form 5500 (2024)
Creator: J.M. Blanco Inc. Amerisource Bergen
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

J.M. Blanco Inc. CODA Profit Sharing Plan

Defined-contribution retirement plan · J.M. Blanco Inc. Amerisource Bergen's J.M. Blanco Inc. CODA Profit Sharing Plan covered 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

IRMA Medina signed J.M. Blanco Inc. Amerisource Bergen's 2024 Form 5500 as plan administrator.

IRMA Medina — 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

J.M. Blanco Inc. Amerisource Bergen's EIN is 94-3319906.

EIN 94-3319906

Plan number 002

Plan year 2024

ACK ID 20250528090529NAL0004297123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.M. Blanco Inc. Amerisource Bergen from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.M. Blanco Inc. Amerisource Bergen's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.M. BLANCO INC. AMERISOURCE BERGEN.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

J.M. BLANCO INC. AMERISOURCE BERGEN

EIN

all filings

Address

21 DIANA STREET AMELIA INDUSTRIAL · PARK · GUAYNABO, PR · 009688006

Phone

(787) 793-6262

Industry

Wholesale 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

2025-05-28

Pension benefit codes

2E · Profit-sharing

3C · Not intended to be qualified

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ATON FINANCIAL LLC	—	SAN JUAN, PR	INVESTMENT ADVISOR	$16K	—

Investments

1 pooled fund· $6K

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.