Medtronic Puerto Rico Employees' Savings And Investment Plan
Sponsored by Medtronic Puerto Rico Operations Company · EIN 980355534 · Plan #001
- Total assets
- $386M
- Net assets
- $386M
- Active participants
- 5,274
- With balances
- 6,000
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $278,320 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $160,248 |
| Pricewaterhousecoopers Llp | Accounting | $7,500 |