Plan Snapshot
- Plan Sponsor: Linde Puerto Rico B.V.
- Sponsor EIN: 660605193
- Sponsor Address: PO BOX 307, GURABO, PR, 00778
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 93
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 93 | $9.2M | $0 | $0 |
| 2024 | 72 | $10.1M | $133,080 | $258,425 |
| 2023 | 68 | $9.5M | $128,862 | $272,252 |
| 2022 | 76 | $8.4M | $134,371 | $289,109 |
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 |
|---|---|---|---|---|
| BPPR- POPULAR FIDUCIARY SERVICES | Recordkeeper | $1,125 | $13,303 | $14,428 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,428
- Estimated Expense Ratio: 0.157% 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 |
|---|---|---|---|---|---|
| 2025 | $2,257,399 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $883 | — | — | — | — |