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Original filing (PDF)20251007104556NAL0002393443001
IPSEN, INC.
Form 5500
FILING_RECEIVED
IPSEN, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
246
Accounts w/ balance
313
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
36 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IPSEN, INC..
Plan sponsor
Name
IPSEN, INC.
EIN
36-4108317
Address
984 IPSEN ROAD · CHERRY VALLEY, IL · 61016
Phone
(815) 332-4941
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $28K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
32 direct securities · 4 pooled funds· $37.5M(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
$30.4M
32 holdings
Common Collective Trust
$7.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large-Cap Growth R6 | — | — | — | $5.0M | 13.2% | |
| Fidelity Investments 500 Index Fund | — | — | — | $4.3M | 11.5% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.9M | 7.8% | |
| LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.9M | 7.6% | |
| Fidelity Investments Freedom 2030 Index Fund | — | — | — | $2.6M | 6.8% | |
| MFS Mid-Cap Growth Fund R6 | — | — | — | $2.5M | 6.6% | |
| Fidelity Investments Freedom 2040 Index Fund | — | — | — | $2.3M | 6.1% | |
| Fidelity Investments Balanced K6 Fund | — | — | — | $2.1M | 5.7% | |
| Fidelity Investments Freedom 2035 Index Fund | — | — | — | $1.5M | 4.1% | |
| Fidelity Investments Freedom 2050 Index Fund | — | — | — | $1.4M | 3.8% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.3M | 3.4% | |
| Fidelity Investments Freedom 2025 Index Fund | — | — | — | $1.2M | 3.3% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $1.1M | 2.9% | |
| PIMCO RAE US Small Fund Institutional Class | — | — | — | $991K | 2.6% | |
| Fidelity Investments Freedom 2055 Index Fund | — | — | — | $813K | 2.2% | |
| Fidelity Investments Freedom 2045 Index Fund | — | — | — | $662K | 1.8% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $613K | 1.6% | |
| JP Morgan Core Bond R6 | — | — | — | $567K | 1.5% | |
| Fidelity Investments Freedom 2015 Index Fund ** 75 * Fidelity Investments Freedom 2020 Index Fund | — | — | — | $546K | 1.5% | |
| (3.25% to 8.50%, with maturity dates through September 2029) | — | — | — | $328K | 0.9% | |
| BlackRock Emerging Markets Fund Class K Shares | — | — | — | $325K | 0.9% | |
| Fidelity Investments International Index Fund | — | — | — | $305K | 0.8% | |
| Fidelity Investments Freedom 2060 Index Fund | — | — | — | $243K | 0.6% | |
| Fidelity Investments Small-Cap Index Fund | — | — | — | $223K | 0.6% | |
| Fidelity Investments Mid-Cap Index Fund | — | — | — | $162K | 0.4% | |
| American Funds US Government Securities Fund R6 | — | — | — | $118K | 0.3% | |
| Fidelity Investments Freedom Index Income Fund | — | — | — | $96K | 0.3% | |
| Fidelity Investments Freedom 2065 Index Fund | — | — | — | $94K | 0.2% | |
| Fidelity Investments Freedom 2010 Index Fund | — | — | — | $93K | 0.2% | |
| PGIM Global Total Return Fund R6 | — | — | — | $65K | 0.2% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $49K | 0.1% | |
| PGIM Jennison Utility Fund R6 | — | — | — | $40K | 0.1% | |
| PIMCO Diversified Income Fund Institutional Class | — | — | — | $30K | <0.1% | |
| Fidelity Investments Real Estate Index Fund | — | — | — | $26K | <0.1% | |
| Fidelity Investments Inflation-Protected Bond Index Fund | — | — | — | $25K | <0.1% | |
| BlackRock High Yield Bond Portfolio Class K | — | — | — | $3K | <0.1% |
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