# Medtronic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/medtronic-inc-410793183-008

> Medtronic, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medtronic, INC.

- **Sponsor EIN:** 410793183

- **Sponsor Address:** 710 MEDTRONIC PARKWAY, MINNEAPOLIS, MN, 554323576

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

- **Plan Number:** 008

- **Total Participants:** 0

- **Total Assets:** $4.0B

## 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|$4.0B|$0|$0|

| 2023|0|$3.8B|$0|$0|

| 2022|0|$3.7B|$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|

| FIDELITY INSTITUTIONAL ASSET MGMT|Recordkeeper|$2,395,045|—|$2,395,045|

| GUGGEMHEIM PARTNERS INVESMENT MANAG|Other Service Provider|$1,407,216|—|$1,407,216|

| ACADIAN INTL SMALL CAP FD|Other Service Provider|$946,973|—|$946,973|

| WELLINGTON TRUST|Other Service Provider|$600,525|—|$600,525|

| VOYA INVESTMENT TRUST|Other Service Provider|$486,777|—|$486,777|

| UBS|Investment Advisor|$380,986|—|$380,986|

| NEPC|Investment Advisor|$359,655|—|$359,655|

| AON CONSULTING|Actuary|$356,053|—|$356,053|

| PWC LLP|Auditor|$160,000|—|$160,000|

| US BANK|Custodian / Trustee|$149,735|—|$149,735|

| BLACKROCK INSTITUTIONAL TRUST|Investment Advisor|$7,751|—|$7,751|

### Verified Provider Profiles

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

- [FIDELITY INSTITUTIONAL ASSET MGMT](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [UBS](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

- [NEPC](https://planprovider.pro/provider/milliman) — Investment Advisor

- [PWC LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,250,716

- **Estimated Expense Ratio:** 0.182% 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|$9,595,089|$4,181,562|$2,395,045|$160,000|—|

| 2023|$11,985,000|$4,060,000|$2,707,000|$130,000|—|

| 2022|$31,703,000|$3,157,291|$1,288,540|—|—|

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