# Puerto Rico Science Technology And Reseach Trust DC Plan
Source: https://planprovider.pro/companies/puerto-rico-science-technology-and-reseach-trust-plan

> Puerto Rico Science Technology And Reseach Trust's DC plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Puerto Rico Science Technology And Reseach Trust

- **Sponsor EIN:** 660675963

- **Sponsor Address:** PO BOX 363475, SAN JUAN, PR, 009363475

- **Plan Type:** DC

- **Total Participants:** 269

- **Total Assets:** $3.3M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|269|$3.3M|$289,438|$505,083|

| 2023|200|$2.3M|$237,824|$411,609|

| 2022|155|$1.4M|$199,616|$349,291|

## 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|

| EMPOWER LIFE & ANNUITY INS. CO. OF|Recordkeeper|$31,930|—|$31,930|

| CONSULTIVA WEALTH MANAGEMENT CORP.|Investment Advisor|$13,942|—|$13,942|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,872

- **Estimated Expense Ratio:** 1.375% 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|$45,349|—|$45,349|—|—|

| 2023|$32,311|—|$32,311|—|—|

| 2022|$23,468|—|$23,468|—|—|

## Similar Plans

- [Cabrera, INC.](https://planprovider.pro/companies/cabrera-inc-401k-plan) — 227 participants

- [Barreto Holding Company, LLC](https://planprovider.pro/companies/barreto-holding-company-llc-plan) — 222 participants

- [Master Products Corporation](https://planprovider.pro/companies/master-products-corporation-plan-001) — 339 participants

- [Planet Solar Antillas, LLC](https://planprovider.pro/companies/planet-solar-antillas-llc-plan-001) — 175 participants

- [Para La Naturaleza INC.](https://planprovider.pro/companies/para-la-naturaleza-inc-plan) — 169 participants

- [Plumbing And Sewer Cleaning R Us Co](https://planprovider.pro/companies/plumbing-and-sewer-cleaning-r-us-co-plan) — 165 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/puerto-rico-science-technology-and-reseach-trust-plan)

© 2026 PlanProvider.Pro