Plan Snapshot
- Plan Sponsor: Board Of Trustees Union De Tronquistas De Puerto Rico Local 901
- Sponsor EIN: 660344357
- Sponsor Address: 252 CALLE DEL PARQUE STOP 23, SAN JUAN, PR, 00912
- Plan Type: DB
- Plan Number: 001
- Total Participants: 53
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 53 | $1.2M | $155,955 | $0 |
| 2023 | 60 | $1.4M | $135,222 | $0 |
| 2022 | 62 | $1.4M | $177,624 | $0 |
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 SEGAL COMPANY | Other Service Provider | $367,969 | — | $367,969 |
| LUIS CANDELARIO ROSARIO | Other Service Provider | $45,875 | — | $45,875 |
| JOHANNY MEJIAS NAVARRO | Other Service Provider | $35,374 | — | $35,374 |
| MILITZA SANTIAGO | Other Service Provider | $20,868 | — | $20,868 |
| MIRIANGELIE CLAUDIO | Other Service Provider | $13,138 | — | $13,138 |
| AQUINO DE CORDOVA, LLC | Other Service Provider | $9,350 | — | $9,350 |
| ENRIQUE MELENDEZ | Other Service Provider | $7,650 | — | $7,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $500,224
- Estimated Expense Ratio: 42.615% 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 | $553,937 | — | — | $14,909 | — |
| 2023 | $737,817 | — | — | $28,200 | — |
| 2022 | $441,567 | — | — | — | $180,274 |