Plan Snapshot
- Plan Sponsor: Pontifical Catholic University Of Puerto Rico
- Sponsor EIN: 660191965
- Sponsor Address: 2250 BLVD LUIS A. FERRE, STE 623, PONCE, PR, 007170777
- Plan Type: DB
- Total Participants: 209
- Total Assets: $43.5M
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 | 209 | $43.5M | $604,742 | $8,482 |
| 2023 | 226 | $41.3M | $727,692 | $0 |
| 2022 | 248 | $37.3M | $271,767 | $0 |
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 |
|---|---|---|---|---|
| POPULAR SECURITIES, LLC | NONE | $63,363 | — | $63,363 |
| BANCO POPULAR DE PUERTO RICO | NONE | $55,770 | — | $55,770 |
| BPAS ACTUARIAL & PENSION SERVICES | NONE | $27,600 | — | $27,600 |
| AIG | NONE | $14,595 | — | $14,595 |
| OJEDA CPA GROUP, P.S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,328
- Estimated Expense Ratio: 0.371% 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 | $161,328 | — | — | — | — |
| 2023 | $159,807 | — | — | — | — |
| 2022 | $175,037 | $61,294 | — | — | $113,743 |