# Puerto Rico Telephone Company DB Plan
Source: https://planprovider.pro/companies/puerto-rico-telephone-company-plan-008

> Puerto Rico Telephone Company's DB plan: 1,291 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:** 1,291

- **Total Assets:** $797.4M

## 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|1,291|$797.4M|$46.6M|$0|

| 2023|1,468|$800.4M|$0|$0|

| 2022|1,638|$857.6M|$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|$1,099,045|—|$1,099,045|

| KBI GLOBAL INVESTORS|NONE|$630,488|—|$630,488|

| PIMCO|NONE|$386,482|—|$386,482|

| MERCER|NONE|$376,212|—|$376,212|

| JPMORGAN CHASE BANK, N.A.|NONE|$321,055|$43,508|$364,563|

| BANCO POPULAR DE PUERTO RICO|NONE|$302,960|—|$302,960|

| MERCER|NONE|$268,900|—|$268,900|

| DRIVEN PSC|NONE|$19,533|—|$19,533|

### 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) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,448,183

- **Estimated Expense Ratio:** 0.432% 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|$9,081,306|$2,384,915|—|$19,533|—|

| 2023|$9,495,567|$2,439,541|—|$16,029|—|

| 2022|$9,144,433|$2,468,630|—|—|$394,271|

## Similar Plans

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

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

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/puerto-rico-telephone-company-plan-008)

© 2026 PlanProvider.Pro