Plan Snapshot
- Plan Sponsor: Pbg Puerto Rico LLC
- Sponsor EIN: 660914590
- Sponsor Address: PROFESSIONAL OFFICES PARK V, SAN JUAN, PR, 00926
- Plan Type: DC
- Total Participants: 86
- Total Assets: $395.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 86 | $395.4M | $1.8M | $1.4M |
| 2023 | 88 | $385.3M | $1.9M | $1.5M |
| 2022 | 87 | $395.7M | $1.8M | $1.6M |
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 |
|---|---|---|---|---|
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG LLP — Auditor
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 | $138,964 | $57,722 | — | — | — |
| 2023 | $118,187 | — | — | — | — |
| 2022 | $118,263 | — | — | — | — |