Plan Snapshot
- Plan Sponsor: Amneal Pharmaceuticals LLC
- Sponsor EIN: 900186021
- Sponsor Address: 50 HORSEBLOCK ROAD, BROOKHAVEN, NY, 11719
- Plan Type: 401(k)
- Total Participants: 2,479
- Total Assets: $278.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,479 | $278.5M | $10.0M | $22.4M |
| 2023 | 2,436 | $235.0M | $10.1M | $20.0M |
| 2022 | 2,357 | $185.0M | $9.9M | $19.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $213,981 | — | $213,981 |
| EISNERAMPER LLP | ACCOUNTANT/AUDITOR | $56,700 | — | $56,700 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $45,000 | — | $45,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EISNERAMPER LLP — ACCOUNTANT/AUDITOR
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $315,681
- Estimated Expense Ratio: 0.113% 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 | $315,681 | — | — | $67,200 | — |
| 2023 | $291,523 | $45,000 | — | $40,950 | — |
| 2022 | $311,624 | — | — | — | — |