Advanced Rx Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Advanced Rx Management, INC.
  • Sponsor EIN: 273211361
  • Sponsor Address: 12647 ALCOSTA BLVD, SUITE 475, SAN RAMON, CA, 94583
  • Plan Type: 401(k)
  • Total Participants: 66
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202466$2.1M$35,213$237,065
202343$1.9M$0$174,424
202243$1.5M$0$147,833

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