Plan Snapshot
- Plan Sponsor: Alcon Puerto Rico INC.
- Sponsor EIN: 751596851
- Sponsor Address: 6201 SOUTH FREEWAY, FORT WORTH, TX, 76134
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $31.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 30 | $31.2M | $277,548 | $264,547 |
| 2023 | 29 | $28.2M | $253,499 | $253,474 |
| 2022 | 31 | $25.3M | $292,909 | $307,298 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP. | Auditor | $7,089 | — | $7,089 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,089
- Estimated Expense Ratio: 0.023% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $14,509 | — | — | $7,089 | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |