Plan Snapshot
- Plan Sponsor: Amgen Manufacturing Limited LLC
- Sponsor EIN: 980210484
- Sponsor Address: PO BOX 4060, ROAD 31, KM 24.6, JUNCOS, PR, 007774060
- Plan Type: DC
- Total Participants: 2,589
- Total Assets: $779.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,589 | $779.5M | $21.3M | $19.2M |
| 2023 | 2,608 | $719.3M | $20.2M | $18.9M |
| 2022 | 2,713 | $610.7M | $20.2M | $19.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERRILL LYNCH FENNER & SMITH | RECORDKEEPER | $155,066 | — | $155,066 |
| NORTHERN TRUST COMPANY | TRUSTEE/ CUSTODIAN | $85,637 | — | $85,637 |
| SUSTAINABLE GROWTH ADVISERS LP | NONE | $80,210 | — | $80,210 |
| PZENA INVESTMENT MANAGEMENT | NONE | $78,494 | — | $78,494 |
| GALLIARD CAPITAL MGMT, INC. | NONE | $68,560 | — | $68,560 |
| ARROWMARK PARTNERS | NONE | $65,122 | — | $65,122 |
| ARISTOTLE CAPITAL BOSTON | NONE | $54,420 | — | $54,420 |
| SANDS CAPITAL MANAGEMENT, LLC | NONE | $29,696 | — | $29,696 |
| SNYDER CAPITAL MANAGEMENT L.P. | NONE | $28,932 | — | $28,932 |
| WELLINGTON TRUST COMPANY | NONE | $10,881 | — | $10,881 |
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $657,018
- Estimated Expense Ratio: 0.084% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $632,243 | $393,156 | — | — | — |
| 2023 | $772,657 | $556,702 | — | — | — |
| 2022 | $935,821 | $797,441 | — | — | — |