# Board Of Trustees Union De Tronquistas De Puerto Rico Local 901 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-union-de-tronquistas-de-puerto-rico-local-901-plan

> Board Of Trustees Union De Tronquistas De Puerto Rico Local 901's DB plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## 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|

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- [Union General De Trabajadores](https://planprovider.pro/companies/union-general-de-trabajadores-660268524-501) — 157 participants

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