# Lilly Del Caribe, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lilly-del-caribe-inc-401k-plan

> Lilly Del Caribe, INC.'s 401(k) plan: 1,145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lilly Del Caribe, INC.

- **Sponsor EIN:** 980167031

- **Sponsor Address:** P.O. BOX 1198, CAROLINA, PR, 009861198

- **Plan Type:** 401(k)

- **Total Participants:** 1,145

- **Total Assets:** $519.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,145|$519.3M|$5.3M|$9.4M|

| 2023|1,172|$441.9M|$5.0M|$8.9M|

| 2022|1,093|$335.9M|$4.6M|$8.3M|

## 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|

| ALIGHT SOLUTIONS, LLC|NONE KNOWN|$67,690|—|$67,690|

| BANCO POPULAR DE PUERTO RICO|NONE KNOWN|$64,451|—|$64,451|

| ELI LILLY AND COMPANY|PLAN SPONSOR|$31,590|—|$31,590|

| PLANTE & MORAN PLLC|NONE KNOWN|$28,733|—|$28,733|

| ERNST & YOUNG LLP|NONE KNOWN|$23,432|—|$23,432|

| AON CONSULTING, INC.|NONE KNOWN|$9,135|—|$9,135|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT SOLUTIONS, LLC](https://planprovider.pro/provider/alight-solutions) — NONE KNOWN

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE KNOWN

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — NONE KNOWN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $225,031

- **Estimated Expense Ratio:** 0.043% 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|$227,510|—|—|$23,432|—|

| 2023|$227,754|—|—|$22,590|—|

| 2022|$168,472|—|$52,381|—|$100,943|

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