Plan Snapshot
- Plan Sponsor: Baxter Healthcare Of Puerto Rico LLC
- Sponsor EIN: 661048257
- Sponsor Address: ONE BAXTER PARKWAY, DEERFIELD, IL, 600154625
- Plan Type: 401(k)
- Total Participants: 2,026
- Total Assets: $103.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,026 | $103.1M | $10.2M | $6.4M |
| 2023 | 2,030 | $85.0M | $4.3M | $6.6M |
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 |
|---|---|---|---|---|
| BANCO POPULAR | NONE | $254,455 | — | $254,455 |
| VOYA | NONE | $92,798 | — | $92,798 |
| CROWE LLP | NONE | $45,908 | — | $45,908 |
| WINSTON & STRAWN | NONE | $41,143 | — | $41,143 |
| VANGUARD | NONE | $30,050 | — | $30,050 |
| GOLDMAN SACHS STABLE VALUE | NONE | $6,792 | — | $6,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINSTON & STRAWN — NONE
- GOLDMAN SACHS STABLE VALUE — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $471,146
- Estimated Expense Ratio: 0.457% 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 | $522,808 | $42,842 | $524 | $45,908 | — |
| 2023 | $445,073 | $34,160 | $856 | $34,740 | — |