# Ccl Puerto Rico, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ccl-puerto-rico-inc-401k-plan

> Ccl Puerto Rico, INC.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ccl Puerto Rico, INC.

- **Sponsor EIN:** 391813266

- **Sponsor Address:** PO BOX 1681, SABANA GRANDE, PR, 00637

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 204

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|204|$6.5M|$344,832|$401,177|

| 2023|195|$5.4M|$319,297|$368,947|

| 2022|175|$4.3M|$266,709|$320,796|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$38,018|—|$38,018|

| INDEPENDENT FINANCIAL GROUP LLC|Investment Advisor|$23,753|—|$23,753|

| EMPOWER ADVISORY GROUP LLC|Other Service Provider|$14,978|—|$14,978|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,749

- **Estimated Expense Ratio:** 1.181% 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|$75,615|$38,731|—|—|—|

| 2023|$62,889|$32,236|—|—|—|

| 2022|$64,725|$33,343|—|—|—|

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