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Original filing (PDF)20251015052251NAL0001912803001
ANIP ACQUISITIONS D/B/A ANI PHARMACEUTICALS, INC.
Form 5500
FILING_RECEIVED
ANI PHARMACEUTICALS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
725
Accounts w/ balance
752
Plan assets (EOY)
$44.0M
Net assets (EOY)
$44.0M
How this plan invests
This plan
35 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANIP ACQUISITIONS D/B/A ANI PHARMACEUTICALS, INC..
Plan sponsor
Name
ANIP ACQUISITIONS D/B/A ANI PHARMACEUTICALS, INC.
DBA
ANI PHARMACEUTICALS, INC.
EIN
20-0808920
Address
PO BOX 370 · BAUDETTE, MN · 566232457
Phone
(218) 634-3660
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $76K | — |
Investments
34 direct securities· $43.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2040 Idx PRM | — | — | — | $7.0M | 15.9% | |
| Fidelity Advisor 500 Index | — | — | — | $6.2M | 14.2% | |
| Fidelity Advisor Freedom 2035 Idx PRM | — | — | — | $5.4M | 12.2% | |
| Fidelity Advisor Freedom 2030 Idx PRM | — | — | — | $5.0M | 11.3% | |
| Fidelity Advisor Freedom 2050 Idx PRM | — | — | — | $4.1M | 9.3% | |
| Fidelity Advisor Freedom 2045 Idx PRM | — | — | — | $2.6M | 5.8% | |
| Fidelity Advisor Freedom 2055 Idx PRM | — | — | — | $2.2M | 5.1% | |
| Fidelity Advisor Freedom 2025 Idx PRM | — | — | — | $1.5M | 3.4% | |
| JPM Large Cap Growth R6 | — | — | — | $1.3M | 3.0% | |
| Fidelity Advisor Mid Cap Index | — | — | — | $913K | 2.1% | |
| Participants Participant Loans Rates from 4.25% to 10.50% - | — | — | — | $881K | 2.0% | |
| Fidelity Advisor Freedom 2060 Idx PRM | — | — | — | $843K | 1.9% | |
| Invesco Discovery Mid Cap Growth R6 | — | — | — | $618K | 1.4% | |
| Fidelity Advisor Government Money Market | — | — | — | $569K | 1.3% | |
| American Century Small Cap Value | — | — | — | $544K | 1.2% | |
| Putnam Large Cap Value R6 | — | — | — | $464K | 1.1% | |
| MFS Mid Cap Value | — | — | — | $407K | 0.9% | |
| Fidelity Advisor Freedom 2065 Idx PRM | — | — | — | $405K | 0.9% | |
| Fidelity Advisor Small Cap Index | — | — | — | $368K | 0.8% | |
| Fidelity Advisor Freedom 2070 18 * Fidelity Advisor US Bond Index | — | — | — | $351K | 0.8% | |
| MFS Mid Cap Growth R6 | — | — | — | $286K | 0.6% | |
| Fidelity Advisor Global EX US Index | — | — | — | $286K | 0.6% | |
| Dodge & Cox Income Fund | — | — | — | $253K | 0.6% | |
| C&S Real Estate Z | — | — | — | $239K | 0.5% | |
| Blackrock Inflation High Yield | — | — | — | $207K | 0.5% | |
| JPM International Equity R6 | — | — | — | $180K | 0.4% | |
| Invesco Discovery R6 | — | — | — | $142K | 0.3% | |
| American Funds New World | — | — | — | $129K | 0.3% | |
| Fidelity Advisor Total Market Index | — | — | — | $101K | 0.2% | |
| Fidelity Advisor Inflation Protected Bond Index | — | — | — | $61K | 0.1% | |
| PIMCO International Bond US | — | — | — | $44K | 0.1% | |
| Fidelity Advisor Freedom Index Income PRM | — | — | — | $34K | <0.1% | |
| Fidelity Advisor Freedom 2010 Idx PRM | — | — | — | $29K | <0.1% | |
| Fidelity Advisor Freedom 2070 Idx PRM 20 * Fidelity Advisor Freedom 2015 Idx PRM | — | — | — | $11K | <0.1% |
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