# Hub International Puerto Rico, INC. DC Plan
Source: https://planprovider.pro/companies/carrion-laffitte-cassellas-inc-plan

> Hub International Puerto Rico, INC.'s DC plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hub International Puerto Rico, INC.

- **Sponsor EIN:** 660635623

- **Sponsor Address:** PO BOX 195556, SAN JUAN, PR, 009195556

- **Plan Type:** DC

- **Total Participants:** 117

- **Total Assets:** $9.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|117|$9.9M|$136,189|$488,613|

| 2023|117|$8.4M|$187,192|$448,355|

| 2022|105|$7.2M|$185,662|$445,934|

## 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|

| ORIENTAL BANK|Custodian / Trustee|$41,651|—|$41,651|

| FUTURE CAPITAL|Investment Advisor|$33,556|—|$33,556|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,207

- **Estimated Expense Ratio:** 0.761% 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|$76,032|$33,556|—|—|—|

| 2023|$65,852|$27,827|—|—|—|

| 2022|$76,390|—|$76,390|—|—|

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