Plan Snapshot
- Plan Sponsor: Hp International Trading B.V. (Puerto Rico Branch), LLC
- Sponsor EIN: 660835384
- Sponsor Address: 10300 ENERGY DRIVE, SPRING, TX, 77389
- Plan Type: DC
- Total Participants: 25
- Total Assets: $53.4M
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 | 25 | $53.4M | $30,725 | $72,941 |
| 2023 | 25 | $51.1M | $41,318 | $105,277 |
| 2022 | 33 | $45.5M | $314,699 | $747,024 |
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 |
|---|---|---|---|---|
| YANIRA ROSARIO CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $345 | — | $345 | — | — |
| 2023 | $430 | — | — | — | — |
| 2022 | $4,813 | — | — | — | — |