Plan Snapshot
- Plan Sponsor: Stryker Puerto Rico, LLC
- Sponsor EIN: 660955512
- Sponsor Address: P.O. BOX 329, ARROYO, PR, 007140329
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,106
- Total Assets: $90.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,106 | $90.3M | $2.5M | $2.8M |
| 2023 | 978 | $77.9M | $2.2M | $2.6M |
| 2022 | 845 | $63.5M | $2.3M | $1.9M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $39,798 | — | $39,798 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,798
- Estimated Expense Ratio: 0.044% 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 | $39,799 | — | — | — | — |
| 2023 | $37,147 | — | — | — | — |
| 2022 | $36,399 | — | — | — | $36,399 |