# Pontifical Catholic University Of Puerto Rico DB Plan
Source: https://planprovider.pro/companies/pontifical-catholic-university-of-puerto-rico-plan-001

> Pontifical Catholic University Of Puerto Rico's DB plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [BPAS ACTUARIAL & PENSION SERVICES](https://planprovider.pro/provider/bpas) — NONE

## 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|

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