Plan Snapshot
- Plan Sponsor: T-Mobile Puerto Rico LLC
- Sponsor EIN: 660649631
- Sponsor Address: 12920 SE 38TH ST, BELLEVUE, WA, 98006
- Plan Type: DC
- Total Participants: 815
- Total Assets: $70.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 815 | $70.8M | $2.1M | $4.1M |
| 2023 | 766 | $60.4M | $2.1M | $3.9M |
| 2022 | 804 | $46.5M | $2.0M | $3.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $43,052 | — | $43,052 |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISOR | $10,500 | — | $10,500 |
| CLARK NUBER, P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MERCER INVESTMENTS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,552
- Estimated Expense Ratio: 0.076% 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 | $53,552 | — | — | — | — |
| 2023 | $39,359 | — | — | — | — |
| 2022 | $45,615 | — | — | — | — |