2023 Form 5500 filing — Specialty Rx, Inc. 401 (K) Saving Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250513130238NAL0012017971001) for Specialty Rx, Inc. 401 (K) Saving Plan, reported by Specialty Rx, Inc. under EIN 74-3046353 and plan number 001. It reports 930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513130238NAL0012017971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Rx, Inc.
- EIN
- 74-3046353
- Plan number
- 001
- Location
- Ridgefield Park, NJ
- Participants
- 930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,687,440
- Total liabilities (EOY)
- $87,804
- Net assets (EOY)
- $5,599,636
- Employer contributions
- $183,740
- Participant contributions
- $1,368,386
- Total income / additions
- $2,227,684
- Benefits paid
- $207,535
- Administrative expenses
- $3,996
- Total expenses
- $337,007
- Net increase / (decrease)
- $1,890,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Paragon Alliance Group LLC | CONTRACT ADMIN | $1,990 | $2,140 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,940 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $816 | not reported in the loaded dataset |