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Original filing (PDF)20251015154944NAL0002694179001
PURDUE PHARMA L.P.
Form 5500
FILING_RECEIVED
PURDUE PHARMA L.P. AND PARTICIPATING ASSOCIATED COMPANIES RETIREMENT SAVINGS 401(K) PLAN
401(k) retirement plan
Active participants
501
Accounts w/ balance
1,198
Plan assets (EOY)
$455.1M
Net assets (EOY)
$455.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURDUE PHARMA L.P..
Plan sponsor
Name
PURDUE PHARMA L.P.
EIN
06-1307484
Address
1 STAMFORD FORUM · STAMFORD, CT · 069013516
Phone
(203) 588-8000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $37K | — |
Investments
28 direct securities · 1 pooled fund· $462.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$454.3M
28 holdings
Common Collective Trust
$7.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 Fund | — | — | $2.9M | $90.1M | 19.8% | |
| Fidelity 500 Index Fund | — | — | $331K | $67.6M | 14.9% | |
| Dodge & Cox Dodge & Cox Stock | — | — | $136K | $34.9M | 7.7% | |
| Fidelity Freedom Index 2030 Fund | — | — | $1.7M | $33.9M | 7.5% | |
| Fidelity Freedom Index 2035 Fund | — | — | $1.3M | $29.6M | 6.5% | |
| Fidelity Freedom Index 2040 Fund | — | — | $1.1M | $26.1M | 5.7% | |
| Neuberger Berman Genesis NB Genesis | — | — | $363K | $23.7M | 5.2% | |
| Vanguard Treasury Money Market | — | — | $18.0M | $18.0M | 4.0% | |
| Fidelity Puritan K6 Fund | — | — | $885K | $14.3M | 3.1% | |
| Fidelity Diversified International K6 Fund | — | — | $952K | $13.5M | 3.0% | |
| Fidelity Freedom Index 2045 Fund | — | — | $508K | $13.2M | 2.9% | |
| Fidelity Freedom Index 2025 Fund | — | — | $686K | $12.8M | 2.8% | |
| Fidelity Extended Market Index Fund | — | — | $131K | $11.9M | 2.6% | |
| BrokerageLink | — | — | — | $9.4M | 2.1% | |
| Fidelity Total International Index Fund | — | — | $653K | $8.8M | 1.9% | |
| Fidelity Management Trust Company* Fidelity Managed Income Portfolio | — | — | $8.4M | $8.4M | 1.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $7.9M | 1.7% | |
| Dodge & Cox Income | — | — | $631K | $7.8M | 1.7% | |
| Fidelity Management Trust Company* Fidelity Spartan U.S. Bond Index Fund | — | — | $758K | $7.7M | 1.7% | |
| Fidelity Freedom Index 2020 Fund | — | — | $446K | $7.0M | 1.5% | |
| Fidelity Freedom Index 2050 Fund | — | — | $260K | $6.7M | 1.5% | |
| Fidelity Freedom Index 2010 Fund | — | — | $196K | $2.5M | 0.6% | |
| Fidelity Freedom Index 2055 Fund | — | — | $89K | $1.9M | 0.4% | |
| Vanguard Inflation Protected Securities Fund | — | — | $73K | $1.6M | 0.4% | |
| Fidelity Freedom Index 2015 Fund | — | — | $90K | $1.3M | 0.3% | |
| Fidelity Freedom Index 2060 Fund | — | — | $50K | $911K | 0.2% | |
| Fidelity Freedom Index Income Fund | — | — | $32K | $377K | <0.1% | |
| Fidelity Freedom Index 2065 Fund | — | — | $7K | $98K | <0.1% | |
| Dreyfus Treasury Prime Cash Mgmt Inst Shs Cash Management Fund | — | — | $7K | $7K | <0.1% |