Upsher-Smith Laboratories, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Upsher-Smith Laboratories, LLC
  • Sponsor EIN: 410969017
  • Sponsor Address: 6701 EVENSTAD DRIVE, MAPLE GROVE, MN, 55369
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 448
  • Total Assets: $157.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023448$157.6M$1.7M$4.4M
2022496$150.8M$2.0M$4.9M

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