Medtronic Savings And Investment Plan
Sponsored by Medtronic, Inc. · EIN 410793183 · Plan #005
- Total assets
- $13.7B
- Net assets
- $13.7B
- Active participants
- 38,035
- With balances
- 55,071
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,741,967 |
| Fidelity Investments Institutional | Securities brokerage commissions, Participant loan processing, Recordkeeping fees | $608,939 |
| Pricewaterhousecoopers Llp | Accounting | $187,500 |