Search public Form 5500 filings

Plans

• planOpex Corporation 401k Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $169Mreported assets (EOY)
  Sponsor: Opex Corporation/Opex InternationalEIN: 22-2013892Plan: 001Participants: 2,258Assets: $168,958,181Net assets: $169MAssets / participant: $74.8KLocation: Moorestown, NJLatest: 2023
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• planBancroft Defined Contribution Retirement PlanFinancial statementProvider compensation2023 filing
  $83.1Mreported assets (EOY)
  Sponsor: BancroftEIN: 21-0672770Plan: 001Participants: 3,602Assets: $83,095,631Net assets: $83.1MAssets / participant: $23.1KLocation: Moorestown, NJLatest: 2023
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• planBci, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $54.5Mreported assets (EOY)
  Sponsor: Basic Commerce & Industries, Inc.EIN: 22-2415188Plan: 001Participants: 301Assets: $54,452,433Net assets: $54.5MAssets / participant: $180.9KLocation: Moorestown, NJLatest: 2023
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• planTabula Rasa Healthcare Group, Inc. 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
  $51.8Mreported assets (EOY)
  Sponsor: Tabula Rasa Healthcare Group, Inc.EIN: 26-4642609Plan: 001Participants: 1,298Assets: $51,757,869Net assets: $51.8MAssets / participant: $39.9KLocation: Moorestown, NJLatest: 2023
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• planHarris Freeman, Southern Tea 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $30.8Mreported assets (EOY)
  Sponsor: Harris Freeman & Co., Inc.EIN: 95-3727699Plan: 001Participants: 273Assets: $30,814,879Net assets: $30.8MAssets / participant: $112.9KLocation: Moorestown, NJLatest: 2023
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• planGlacier Point Enterprises, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $30.7Mreported assets (EOY)
  Sponsor: Glacier Point Enterprise, Inc.EIN: 87-2332996Plan: 003Participants: 931Assets: $30,709,112Net assets: $30.7MAssets / participant: $33KLocation: Moorestown, NJLatest: 2023
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• planGold Gerstein Group, LLC 401(K) Profit Sharing PlanFinancial statement2023 filing
  $30.7Mreported assets (EOY)
  Sponsor: Gold Gerstein Group, LLCEIN: 26-3584493Plan: 001Participants: 62Assets: $30,701,260Net assets: $30.7MAssets / participant: $495.2KLocation: Moorestown, NJLatest: 2023
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• planMoorestown Visiting Nurse Association Contributory Tax Shelter Annuity PlanFinancial statementProvider compensation2023 filing
  $20Mreported assets (EOY)
  Sponsor: Moorestown Visiting Nurse Association, Inc.EIN: 21-0634998Plan: 001Participants: 285Assets: $20,027,815Net assets: $20MAssets / participant: $70.3KLocation: Moorestown, NJLatest: 2023
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