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Sponsor portfolio

YALE DRUG/FOSTER CORNER DRUG

EIN 73-1583371-cosmetics-Latest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
157
121 NORTH MAIN - YALE, OK 74085405-742-8099LinkedIn11-50 employeescosmetics
Plans on this EIN
2 filings
#001401k-$7.1M - 100 part#002CashBalance-$425K - 57 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 157 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • 401K/PROFIT SHARING PLAN (#001)94%
  • PLAN AND TRUST (#002)6%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K/PROFIT SHARING PLAN (#001)100
  • PLAN AND TRUST (#002)57
Total 157Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SIMONS PHARMACY GROUP 401K/PROFIT SHARING PLAN

401k

Assets$7.1M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SIMONS PHARMACY GROUP CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$425K
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SIMONS PHARMACY GROUP 401K/PROFIT SHARING PLAN401k$7.1M1002024
002SIMONS PHARMACY GROUP CASH BALANCE PENSION PLAN AND TRUSTCashBalance$425K572024
Retirement plans
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