Plan Snapshot
- Plan Sponsor: Instituto Comercial De Puerto Rico, INC. D/B/A Icpr Junior College
- Sponsor EIN: 660494952
- Sponsor Address: PO BOX 190304, SAN JUAN, PR, 009190304
- Plan Type: DC
- Total Participants: 127
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $4.5M | $301,383 | $153,179 |
| 2023 | 147 | $3.7M | $275,137 | $143,769 |
| 2022 | 139 | $3.0M | $34,718 | $139,328 |
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 |
|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 12B-1 FEES & RK FEES | $622 | $8,148 | $8,770 |
| R.S. & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,770
- Estimated Expense Ratio: 0.197% 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 | — | — | — | — | — |
| 2023 | $7,494 | — | — | — | — |
| 2022 | $15,802 | — | — | — | — |