Plan Snapshot
- Plan Sponsor: B. Braun Puerto Rico, INC.
- Sponsor EIN: 043026283
- Sponsor Address: 824 TWELFTH AVENUE, BETHLEHEM, PA, 18018
- Plan Type: DB
- Total Participants: 0
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $8.8M | $0 | $0 |
| 2023 | 0 | $9.7M | $0 | $0 |
| 2022 | 0 | $10.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | NONE | $41,555 | — | $41,555 |
| WILLIS TOWERS WATSON | NONE | $22,555 | — | $22,555 |
| BANCO POPULAR DE PUERTO RICO | TRUSTEE | $12,773 | — | $12,773 |
| FIDUCIENT ADVISOR LLC | NONE | $8,500 | — | $8,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — NONE
- WILLIS TOWERS WATSON — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,383
- Estimated Expense Ratio: 0.965% 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 | $85,382 | $8,500 | — | $41,555 | — |
| 2023 | $44,349 | $8,500 | — | — | — |
| 2022 | $103,316 | $26,833 | — | — | $74,608 |