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Original filing (PDF)20251007084655NAL0010853794001
AMNEAL PHARMACEUTICALS LLC
Form 5500
FILING_RECEIVED
AMNEAL PHARMACEUTICALS LLC AND SUBSIDIARIES 401(K) PLAN
401(k) retirement plan
Active participants
2,479
Accounts w/ balance
3,629
Plan assets (EOY)
$278.5M
Net assets (EOY)
$278.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMNEAL PHARMACEUTICALS LLC.
Plan sponsor
Name
AMNEAL PHARMACEUTICALS LLC
EIN
90-0186021
Address
50 HORSEBLOCK ROAD · BROOKHAVEN, NY · 11719
Phone
(908) 409-6844
Industry
Manufacturingsee 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
2025-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER 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 | $214K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER LLP | 87-1363769 | — | ACCOUNTANT/AUDITOR | $57K | — |
Investments
31 direct securities · 2 pooled funds· $278.5M(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
$271.1M
31 holdings
Common Collective Trust
$7.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Institutional Class * Fidelity 500 Index Fund | — | — | — | $38.7M | 13.9% | |
| Vanguard Target Retirement 2035 Target-date 2035 | — | — | — | $30.3M | 10.9% | |
| Vanguard Target Retirement 2045 Target-date 2045 | — | — | — | $26.9M | 9.7% | |
| Vanguard Target Retirement 2040 Target-date 2040 | — | — | — | $25.8M | 9.3% | |
| Vanguard Target Retirement 2030 Target-date 2030 | — | — | — | $25.3M | 9.1% | |
| Vanguard Target Retirement 2050 Target-date 2050 | — | — | — | $22.9M | 8.2% | |
| JP Morgan Large Cap Growth Fund Class R6 Large Cap Growth Fund | — | — | — | $16.6M | 5.9% | |
| Vanguard Target Retirement 2025 Target-date 2025 | — | — | — | $14.5M | 5.2% | |
| Vanguard Target Retirement 2055 Target-date 2055 | — | — | — | $14.1M | 5.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.4M | 2.6% | |
| Vanguard Target Retirement 2060 Target-date 2060 | — | — | — | $7.2M | 2.6% | |
| Vanguard Target Retirement 2020 Target-date 2020 | — | — | — | $5.4M | 2.0% | |
| Vanguard Mid-Cap Index Admiral Mid-Cap Value Fund | — | — | — | $5.0M | 1.8% | |
| Vanguard Small Cap Index Admiral Small Cap Value Fund | — | — | — | $4.8M | 1.7% | |
| R6 * Notes receivable from participants Interest rates 5.25% - 10.50% Maturity from 2025 - | — | — | — | $4.1M | 1.5% | |
| PIMCO Income Fund Institutional Class Income Bond Fund | — | — | — | $3.2M | 1.2% | |
| PGIM Jennison Small Company Fund Class R6 Small Cap Growth Fund | — | — | — | $2.8M | 1.0% | |
| Vanguard Target Retirement Income Target date Retirement | — | — | — | $2.8M | 1.0% | |
| Vanguard Total International Stock Index Fund International Stock Fund | — | — | — | $2.5M | 0.9% | |
| PGIM Total Return Bond Fund - Class R6 Intermediate Core-Plus Bond | — | — | — | $2.3M | 0.8% | |
| Fidelity Government Money Market Money Market Fund 1 * Fidelity Mid-Cap Stock Fund Class K Mid-Cap Value Fund | — | — | — | $2.3M | 0.8% | |
| Admiral Shares Victory Sycamore Established Value Fund Class Mid-Cap Value Fund | — | — | — | $2.3M | 0.8% | |
| American Funds New World Fund Class R-6 Diversified Emerging Mkts | — | — | — | $2.2M | 0.8% | |
| Columbia Dividend Income Fund Large Value Fund | — | — | — | $2.1M | 0.7% | |
| Lord Abbott High Yield Fund Class R6 Other Bond Fund | — | — | — | $1.5M | 0.5% | |
| ClearBridge International Growth IS International Growth | — | — | — | $1.2M | 0.4% | |
| Vanguard Real Estate Index Admiral Real Estate | — | — | — | $1.1M | 0.4% | |
| Fund Class R6 Allspring Special Small Cap Value R6 Small Cap Value | — | — | — | $1.0M | 0.4% | |
| American Funds U.S. Government Securities Intermediate Govt | — | — | — | $862K | 0.3% | |
| Invesco Equity and Income Fund Class R6 Large Cap Growth Fund | — | — | — | $745K | 0.3% | |
| DFA International Core Equity Portfolio International Stock Fund | — | — | — | $395K | 0.1% | |
| MFS Mid Cap Growth Fund Class R6 Mid-Cap Growth Fund | — | — | — | $139K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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