Department of Labor filing

APHENA PHARMA SOLUTIONS HOLDINGS

APHENA PHARMA SOLUTIONS 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

11filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$481

Reported employer contributions per active participant.

Higher than about 3% of comparable plans
#People in the filing
509

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$159 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 29% of comparable plans
Investment performance
Not available

Plan assets changed 1.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202411out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions3rd percentileTypical peer $4,678 · based on 191 comparable plans
Lower reported administrative expense29th percentileTypical peer $113 · based on 182 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, APHENA PHARMA SOLUTIONS HOLDINGS reported $244,994 in employer contributions across the plan and 509 active participants. That works out to $481 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 13.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 69.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context11/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$244,994
Participant contributions
$717,364
Other contributions
$55,231
Employer share of reported contributions
25.5%
Beginning assets
$13,843,031
Ending assets
$14,067,516
Ending net assets
$14,060,932
Ending liabilities
$6,584
Total income
$3,059,390
Total expenses
$2,841,489
Administrative expenses
$94,925
Participant loans
$123,326

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$558
2023
$470
2024
$481
Plan-paid administrative expenses per participant
2022
$94
2023
$125
2024
$159
Active participants
2022
460
2023
452
2024
509
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$48150914.1M20250929051130NAL0026075074001
2023$47045213.8M20240924051523NAL0004498707001
2022$55846013.4M20231010055544NAL0036487632001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.9%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
208781790-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Nov 1, 1998
Industry
Industry group 325
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
CALVERT DISTRIBUTORS, INC.2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
EATON VANCE DISTRIBUTORS, INC.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GREAT GRAY TRUST2024Not reportedunknown
INVESCO2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
JOHN HANCOCK FUNDS, LLC2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
METROPOLITAN WEST FUNDS2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250929051130NAL0026075074001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗