Plan Snapshot
- Plan Sponsor: Ge Industrial Of Pr LLC
- Sponsor EIN: 660685559
- Sponsor Address: METRO OFFICE PARK, GUAYNABO, PR, 009681718
- Plan Type: DB
- Plan Number: 003
- Total Participants: 82
- Total Assets: $163.0M
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 | 82 | $163.0M | $1.2M | $100,485 |
| 2023 | 85 | $177.1M | $938,000 | $101,402 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $1,017,234 | — | $1,017,234 |
| DELOITTE & TOUCHE | Auditor | $69,270 | — | $69,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- DELOITTE & TOUCHE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,086,504
- Estimated Expense Ratio: 0.667% 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 | $1,048,976 | — | — | $69,270 | — |
| 2023 | $574,041 | — | — | — | — |