Amgen Retirement And Savings Plan
Sponsored by Amgen Inc. · EIN 953540776 · Plan #001
- Total assets
- $7.7B
- Net assets
- $7.7B
- Active participants
- 14,965
- With balances
- 22,574
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 |
|---|---|---|
| Sustainable Growth Advisers, Lp CRD 127447 | deterministic · 100% | 2024 |
| Pzena Investment Management Llc CRD 106847 | deterministic · 100% | 2024 |
| Aristotle Capital Boston, Llc CRD 173198 | deterministic · 100% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Northern Trust Global Investments Ltd CRD 111900 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Trustee (institutional), Trustee (directed) | $5,341,609 |
| Sustainable Growth Advisers, Lp | Investment management, Investment management fees (direct), Soft dollars commissions | $976,987 |
| Arrowmark Partners | Investment management, Investment management fees (direct) | $953,956 |
| Northern Trust Company | Trustee (directed), Investment management, Direct payment from the plan | $937,363 |
| Pzena Investment Management | Investment management, Investment management fees (direct) | $829,909 |
| Aristotle Capital Boston | Investment management, Investment management fees (direct) | $572,377 |
| Sands Capital Management, Llc | Investment management, Investment management fees (direct) | $314,382 |
| Wellington Trust Company | Investment management, Investment management fees (direct) | $105,705 |
| Northern Trust Investments Inc | Investment management, Investment management fees (direct) | $11,812 |