Plan Snapshot
- Plan Sponsor: Linde
- Sponsor EIN: 262040986
- Sponsor Address: 2800 SE MARKET PL, STUART, FL, 349974965
- Plan Type: 401(k)
- Total Participants: 1,491
- Total Assets: $47.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,491 | $47.3M | $1.3M | $5.3M |
| 2023 | 1,146 | $40.9M | $1.3M | $4.9M |
| 2022 | 1,065 | $33.4M | $1.1M | $4.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,665 | — | $43,665 |
| COHNREZNICK LLP | ACCOUNTANT/AUDITOR | $23,865 | — | $23,865 |
| GROOM LAW GROUP, CHARTERED | ATTORNEY/LEGAL | $5,604 | — | $5,604 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- COHNREZNICK LLP — ACCOUNTANT/AUDITOR
- GROOM LAW GROUP, CHARTERED — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,134
- Estimated Expense Ratio: 0.155% 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 | $73,856 | — | — | $23,865 | — |
| 2023 | $71,280 | — | — | $22,290 | — |
| 2022 | $76,572 | — | — | — | — |