Department of Labor filing

APOTHECARY PRODUCTS, LLC.

APOTHECARY PRODUCTS, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 2, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

47filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,151

Reported employer contributions per active participant.

Higher than about 55% of comparable plans

#People in the filing

167

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$265 / participant

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

Lower cost than about 28% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.9%, 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 · 202447out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions55th percentileTypical peer $1,953 · based on 807 comparable plans

Lower reported administrative expense28th percentileTypical peer $170 · based on 814 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, APOTHECARY PRODUCTS, LLC. reported $359,165 in employer contributions across the plan and 167 active participants. That works out to $2,151 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 proxy65%

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 trendUp 9.3%

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

Expense trendDown 4.1%

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

Peer context47/100

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: $359,165
Participant contributions: $972,152
Other contributions: $251,930
Employer share of reported contributions: 27.0%
Beginning assets: $14,459,415
Ending assets: $17,047,709
Ending net assets: $17,047,709
Ending liabilities: $0
Total income: $3,673,399
Total expenses: $1,085,105
Administrative expenses: $64,207
Participant loans: $156,686

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

$1,968

2023

$2,116

2024

$2,151

Plan-paid administrative expenses per participant

2022

$277

2023

$211

2024

$265

Active participants

2022

173

2023

152

2024

167

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,151	167	17M	20250902083523NAL0024151344001
2023	$2,116	152	14.5M	20241015105454NAL0029318497001
2022	$1,968	173	11.7M	20231006161744NAL0047082754001

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: Not stated in the filing
Public plan identifier: 464805538-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 1983
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3B3D

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.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250902083523NAL0024151344001

Data sourceDOL Form 5500 bulk data ↗

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