Plan Snapshot
- Plan Sponsor: Purdue Pharma L.P.
- Sponsor EIN: 061307484
- Sponsor Address: 1 STAMFORD FORUM, STAMFORD, CT, 069013516
- Plan Type: 401(k)
- Total Participants: 501
- Total Assets: $455.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 501 | $455.1M | $6.1M | $7.0M |
| 2023 | 459 | $423.7M | $5.7M | $6.7M |
| 2022 | 457 | $376.3M | $6.1M | $6.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $37,126 | — | $37,126 |
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,126
- Estimated Expense Ratio: 0.008% 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 | $40,708 | $37,126 | $300 | — | — |
| 2023 | $133,389 | $57,580 | $600 | — | — |
| 2022 | $47,808 | $67,258 | — | — | — |