# T-Mobile Puerto Rico LLC DC Plan
Source: https://planprovider.pro/companies/t-mobile-puerto-rico-llc-plan-001

> T-Mobile Puerto Rico LLC's DC plan: 815 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MERCER INVESTMENTS LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|—|—|—|—|

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