Retirement plan

HEALTHRX PHARMACY INC. 401(K) PLAN

Name: HEALTHRX PHARMACY INC. - HEALTHRX PHARMACY INC. 401(K) PLAN (2024) Form 5500
Creator: HEALTHRX PHARMACY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEALTHRX PHARMACY INC. 401(K) PLAN, HEALTHRX PHARMACY INC.

HEALTHRX PHARMACY INC.EIN 46-3131976Plan #002PY 2024

1844 E ROUTE 66 - GLENDORA, CA 917403868626-335-4777

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$466K

+21.5% from 2023

Total participants

0.0% from 2023

Average account balance

$232,826

+21.5% from 2023

Annual return

8.81%

-10.19 pp from 2023

Benchmarks

See 22,321 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,321 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$466K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$233K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.81%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$232,826

$111,785+108.3%

$93,669+148.6%

$145,877+59.6%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

8.81%

203.79%-195.0pp

133.59%-124.8pp

551.28%-542.5pp

Employer contribution / active EE

$18,005

$3,096+481.6%

$2,424+642.9%

$4,663+286.1%

Participant deferral / active EE

$30,500

$4,919+520.1%

$4,416+590.7%

$6,691+355.9%

Admin fee / account holder

$10,256-100.0%

$8,291-100.0%

$13,402-100.0%

HEALTHRX PHARMACY INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HEALTHRX PHARMACY INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion