AUMdb

Ipsen, Inc. Employee Savings Plan

Sponsored by Ipsen, Inc. · EIN 364108317 · Plan #004

Total assets
$37.5M
Net assets
$37.5M
Active participants
246
With balances
313

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $29,853
Mma Securities Investment advisory (plan) $28,247
Strategic Advisors, Inc. Investment advisory (plan) $10,022