Plan Snapshot
- Plan Sponsor: Linde INC.
- Sponsor EIN: 061249050
- Sponsor Address: 10 RIVERVIEW DRIVE, DANBURY, CT, 068106268
- Plan Type: DB
- Total Participants: 6,808
- Total Assets: $2.1B
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 | 6,808 | $2.1B | $0 | $0 |
| 2023 | 6,738 | $2.0B | $0 | $0 |
| 2022 | 6,359 | $1.8B | $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 |
|---|---|---|---|---|
| MORGAN STANLEY REAL ESTATE ADVISOR | Other Service Provider | $1,573,658 | — | $1,573,658 |
| MAWER INVESTMENT MANAGEMENT LTD. | Other Service Provider | $1,080,929 | — | $1,080,929 |
| AON | Other Service Provider | $1,038,230 | — | $1,038,230 |
| SHENKMAN CAPITAL | Other Service Provider | $627,749 | — | $627,749 |
| NORTHERN TRUST COMPANY | Other Service Provider | $361,987 | — | $361,987 |
| DODGE & COX | Other Service Provider | $339,298 | — | $339,298 |
| PRUDENTIAL INVESTMENTS | Recordkeeper | $317,688 | — | $317,688 |
| MERCER INVESTMENTS LLC | Other Service Provider | $250,652 | — | $250,652 |
| JP MORGAN INVESTMENTS | Recordkeeper | $180,512 | — | $180,512 |
| WILLIS TOWERS WATSON | Recordkeeper | $150,375 | — | $150,375 |
| TOWERS WATSON INVESTMENT SERVICES | Other Service Provider | $122,305 | — | $122,305 |
| CORONATION FUND MANAGERS | Other Service Provider | $121,074 | — | $121,074 |
| COHNREZNICK | Investment Advisor | $57,430 | — | $57,430 |
| OMNIPRINT | Other Service Provider | $20,849 | — | $20,849 |
| GROOM LAW GROUP | ERISA Attorney | $12,268 | — | $12,268 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $11,540 | — | $11,540 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INVESTMENTS — Recordkeeper
- JP MORGAN INVESTMENTS — Recordkeeper
- WILLIS TOWERS WATSON — Recordkeeper
- COHNREZNICK — Investment Advisor
- GROOM LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,266,544
- Estimated Expense Ratio: 0.301% 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 | $8,065,306 | $4,240,908 | $1,038,230 | $57,430 | — |
| 2023 | $13,317,975 | $4,604,518 | $948,631 | $53,647 | — |
| 2022 | $8,270,263 | $3,126,305 | — | — | $3,585,662 |