Plan Snapshot
- Plan Sponsor: Edp University Of Puerto Rico, INC.
- Sponsor EIN: 660277132
- Sponsor Address: P.O. BOX 192303, SAN JUAN, PR, 009192303
- Plan Type: DC
- Total Participants: 404
- Total Assets: $3.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 404 | $3.2M | $615,811 | $253,481 |
| 2023 | 394 | $2.2M | $98,977 | $218,908 |
| 2022 | 355 | $1.6M | $86,785 | $193,137 |
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 |
|---|---|---|---|---|
| PRONVEST, INC | ADVISOR | $11,099 | — | $11,099 |
| RSM PUERTO RICO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,099
- Estimated Expense Ratio: 0.342% 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 | $13,244 | — | — | — | — |
| 2023 | $7,057 | — | — | — | — |
| 2022 | $9,712 | — | — | — | $9,712 |