Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARROLL APOTHECARY, INC.
EIN 42-1151752pharmaceuticalsLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
73
425 HWY 30 WEST, SUITE 140 - CARROLL, IA 51401712-792-2671carrollapothecary.comLinkedIn11-50 employeespharmaceuticals
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 73 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARROLL APOTHECARY 401(K) PLAN & TRUST
401k
Assets$1.9M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARROLL APOTHECARY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.6M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARROLL APOTHECARY 401(K) PLAN & TRUST | 401k | $1.9M | 27 | 2025 | |
| 003 | CARROLL APOTHECARY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.6M | 46 | 2025 |
Retirement plans