Retirement plan

PRISM PHARMACY, LLC 401(K) PROFIT SHARING PLAN

Name: PRISM PHARMACY, LLC - PRISM PHARMACY, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: PRISM PHARMACY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRISM PHARMACY, LLC 401(K) PROFIT SHARING PLAN, PRISM PHARMACY, LLC

PRISM PHARMACY, LLCEIN 83-0573103Plan #001PY 2025

1795 GRANDSTAND BLVD SUITE 2A - ELGIN, IL 60123224-856-5354

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$925K

+33.1% from 2024

Total participants

0.0% from 2024

Average account balance

$185,015

+33.1% from 2024

Annual return

17.16%

+5.72 pp from 2024

Benchmarks

See 14,553 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort14,553 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$925K

Not enough data

1 years with asset history on file

Average account balance

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

$185K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+17.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2340

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$12K

$2925 / participant

Other / not subdivided$12K100.0%

% of EOY assets

1.265%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$185,015

$115,225+60.6%

$100,712+83.7%

$138,895+33.2%

Participation rate

100.0%

74.3%+25.7pp

69.3%+30.7pp

79.9%+20.1pp

Annual return

17.16%

40.35%-23.2pp

33.27%-16.1pp

145.39%-128.2pp

Employer contribution / active EE

$15,985

$2,771+476.8%

$2,313+591.2%

$4,194+281.1%

Participant deferral / active EE

$11,750

$4,699+150.0%

$4,085+187.6%

$6,396+83.7%

Admin fee / account holder

$2,340

$10,844-78.4%

$9,256-74.7%

$12,562-81.4%

PRISM PHARMACY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRISM PHARMACY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion