How big is Esperion Therapeutics, Inc.'s plan?

Esperion Therapeutics, Inc.'s plan reported $43.1M in assets and 307 participants for 2024.

Original filing (PDF)20251010101602NAL0017625890001

Esperion Therapeutics, Inc.

Name: Esperion Therapeutics, Inc. — Esperion Therapeutics, Form 5500 (2024)
Creator: Esperion Therapeutics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Esperion Therapeutics, Inc. 401(k) Plan

401(k) retirement plan · Esperion Therapeutics, Inc.'s Esperion Therapeutics, Inc. 401(k) Plan held $43.1M in plan assets for 307 participants in 2024, with Fidelity as recordkeeper.

Active participants

307

Accounts w/ balance

431

Plan assets (EOY)

$43.1M

Net assets (EOY)

$43.1M

People on this filing

Wanda Foley signed Esperion Therapeutics, Inc.'s 2024 Form 5500 as plan administrator.

Wanda Foley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Esperion Therapeutics, Inc.'s EIN is 26-1870780.

EIN 26-1870780

Plan number 001

Plan year 2024

ACK ID 20251010101602NAL0017625890001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Esperion Therapeutics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Esperion Therapeutics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ESPERION THERAPEUTICS, INC.

EIN

all filings

Address

3891 RANCHERO DR SUITE 150 · ANN ARBOR, MI · 481082835

Phone

(734) 877-3903

Industry

Manufacturing

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

2025-10-10

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$39K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF ANN ARBOR	38-3252110	—	ADVISOR	$52K	—
STRATEGIC ADVISORS, INC.	04-2654524

Investments

34 direct securities· $42.8M(99% of reported assets)

Mutual Funds

$30.7M

21 holdings

Common Collective Trusts

$10.0M

5 holdings

Other securities

$2.0M

7 holdings

U.S. Treasuries

$61K

1 holding

					% of plan
Fidelity Fidelity® 500 Index Fund	Common Collective Trusts	—	—	$6.8M	15.8%
Fidelity Freedom® 2035 Fund Class K6	Mutual Funds	—	—	$5.9M	13.6%
Fidelity Freedom® 2040 Fund Class K6	Mutual Funds	—	—	$4.9M	11.3%
Fidelity Freedom® 2030 Fund Class K6	Mutual Funds	—	—	$4.3M	10.1%
Fidelity Freedom® 2045 Fund Class K6	Mutual Funds	—	—	$3.6M	8.4%
Fidelity Freedom® 2050 Fund Class K6	Mutual Funds	—	—	$3.2M	7.5%
Fidelity Freedom® 2025 Fund Class K6	Mutual Funds	—	—	$1.9M	4.5%
Fidelity Freedom® 2055 Fund Class K6	Mutual Funds	—	—	$1.5M	3.4%
Pioneer Fundamental Growth Fund Class K Shares	Other securities	—	—	$1.2M	2.8%
Fidelity Fidelity® Mid Cap Index Fund	Common Collective Trusts	—	—	$1.2M	2.8%
MFS Mid Cap Growth Fund Class R6	Mutual Funds	—	—	$1.0M	2.4%
Fidelity Fidelity® International Index Fund	Common Collective Trusts	—	—	$796K	1.8%
Fidelity Fidelity® Small Cap Index Fund	Common Collective Trusts	—	—	$779K	1.8%
Fidelity Freedom® 2060 Fund Class K6	Mutual Funds	—	—	$620K	1.4%
Dodge & Cox Stock Fund Class X	Mutual Funds	—	—	$594K	1.4%
American Funds American Funds New World Fund® Class R-6	Mutual Funds	—	—	$431K	1.0%
Fidelity Fidelity® Small Cap GR K6	Mutual Funds	—	—	$413K	1.0%
Fidelity Fidelity® U.S. Bond Index Fund	Common Collective Trusts	—	—	$381K	0.9%
Fidelity Freedom® 2015 Fund Class K6	Mutual Funds	—	—	$314K	0.7%
MFS International Growth Fund Class R6	Mutual Funds	—	—	$304K	0.7%
JPMorgan Core Plus Bond Fund Class R6	Other securities	—	—	$298K	0.7%
Fidelity Fidelity® Government Money Market Fund Class K6	Mutual Funds	—	—	$286K	0.7%
American Funds American Funds American Balanced Fund® Class R-6	Mutual Funds	—	—	$281K	0.7%
DFA International Value I	Mutual Funds	—	—	$281K	0.7%
DFA US Small Cap Value	Mutual Funds	—	—	$277K	0.6%
Fidelity Freedom® 2065 Fund Class K6	Mutual Funds	—	—	$268K	0.6%
Allspring Special Mid Cap Value Fund – Class R6	Other securities	—	—	$217K	0.5%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$196K	0.5%
BlackRock High Yield Bond Portfolio Class K	Other securities	—	—	$155K	0.4%
Cohen & Steers Cohen & Steers Institutional Realty Shares	Other securities	—	—	$88K	0.2%
Fidelity Freedom® 2020 Fund Class K6	Mutual Funds	—	—	$62K	0.1%
JPMorgan Government Bond Fund Class R6	U.S. Treasuries	—	—	$61K	0.1%
BlackRock 80/20 TA K	Other securities	—	—	$58K	0.1%
BlackRock 20/80 TA K	Other securities	—	—	$6K	<0.1%