The Savings Plan For Lilly Affiliate Employees In Puerto Rico
Sponsored by Lilly Del Caribe, Inc. · EIN 980167031 · Plan #004
- Total assets
- $519M
- Net assets
- $519M
- Active participants
- 1,145
- With balances
- 1,888
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $67,690 |
| Banco Popular De Puerto Rico | Trustee (institutional), Direct payment from the plan | $64,451 |
| Eli Lilly And Company | Plan administrator, Direct payment from the plan | $31,590 |
| Plante & Moran Pllc | Accounting, Direct payment from the plan | $28,733 |
| Ernst & Young Llp | Accounting, Direct payment from the plan | $23,432 |
| Aon Consulting, Inc. | Actuarial, Other services, Direct payment from the plan | $9,135 |
| Alight Financial Solutions, Llc | Securities brokerage, Shareholder servicing fees, Finders' fees/placement fees | $1,134 |