# Puerto Rico Telephone Company DB Plan
Source: https://planprovider.pro/companies/puerto-rico-telephone-company-plan-005

> Puerto Rico Telephone Company's DB plan: 1 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 Telephone Company

- **Sponsor EIN:** 660564397

- **Sponsor Address:** GPO BOX 360998, SAN JUAN, PR, 009360998

- **Plan Type:** DB

- **Total Participants:** 1

- **Total Assets:** $72.1M

## 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|1|$72.1M|$0|$0|

| 2023|1|$76.6M|$0|$0|

| 2022|1|$50.1M|$0|$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|

| ALLIANCEBERNSTEIN L.P.|NONE|$99,084|—|$99,084|

| MERCER|NONE|$76,386|—|$76,386|

| KBI GLOBAL INVESTORS|NONE|$56,842|—|$56,842|

| PIMCO|NONE|$34,843|—|$34,843|

| JPMORGAN CHASE BANK, N.A.|NONE|$28,945|$3,923|$32,868|

| BANCO POPULAR DE PUERTO RICO|NONE|$27,313|—|$27,313|

| MERCER|NONE|$24,243|—|$24,243|

| DRIVEN PSC|Auditor|$1,761|—|$1,761|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [DRIVEN PSC](https://planprovider.pro/provider/driven-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $353,340

- **Estimated Expense Ratio:** 0.490% 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|$732,291|$215,012|—|$1,761|—|

| 2023|$1,053,173|$146,021|—|$959|—|

| 2022|$446,041|$142,225|—|—|$56,355|

## Similar Plans

- [Puerto Rico Telephone Company](https://planprovider.pro/companies/puerto-rico-telephone-company-plan-004) — 903 participants

- [Puerto Rico Telephone Company](https://planprovider.pro/companies/puerto-rico-telephone-company-plan-008) — 1,291 participants

- [Puerto Rico Telephone Company, INC.](https://planprovider.pro/companies/puerto-rico-telephone-company-inc-plan) — 3,173 participants

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