# Partners Business Services, LLC DC Plan
Source: https://planprovider.pro/companies/partners-business-services-llc-plan-001

> Partners Business Services, LLC's DC plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Partners Business Services, LLC

- **Sponsor EIN:** 660724522

- **Sponsor Address:** PO BOX 363908, SAN JUAN, PR, 009363908

- **Plan Type:** DC

- **Total Participants:** 92

- **Total Assets:** $5.0M

## 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|92|$5.0M|$192,707|$162,593|

| 2023|77|$5.0M|$154,964|$179,194|

| 2022|73|$5.1M|$173,340|$175,161|

## 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 SECURITIES, INC.|Other Service Provider|—|$22,795|$22,795|

| BPPR - POPULAR FIDUCIARY SERVICES|Recordkeeper|$2,600|$3,066|$5,666|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $28,461

- **Estimated Expense Ratio:** 0.569% 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|$2,600|—|—|—|—|

| 2023|$1,400|—|—|—|—|

| 2022|$2,000|—|—|—|$2,000|

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