Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
UTAH FAMILY PHARMACIES
EIN 81-0874995pharmaceuticalsLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
77
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 77 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
UTAH FAMILY PHARMACIES, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$3.7M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UTAH FAMILY PHARMACIES, LLC PROFIT-SHARING PLAN AND TRUST
ProfitSharing
Assets$821K
Participants44
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 | UTAH FAMILY PHARMACIES, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $3.7M | 33 | 2024 | |
| 002 | UTAH FAMILY PHARMACIES, LLC PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $821K | 44 | 2024 |
Retirement plans