# Thermo King Puerto Rico Manufactura, INC. DB Plan
Source: https://planprovider.pro/companies/thermo-king-puerto-rico-manufactura-inc-plan-108

> Thermo King Puerto Rico Manufactura, INC.'s DB plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thermo King Puerto Rico Manufactura, INC.

- **Sponsor EIN:** 660777053

- **Sponsor Address:** PO BOX 144060, ARECIBO, PR, 006144060

- **Plan Type:** DB

- **Plan Number:** 108

- **Total Participants:** 176

- **Total Assets:** $13.6M

## 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|176|$13.6M|$700,000|$0|

| 2023|182|$13.9M|$300,000|$0|

| 2022|188|$13.0M|$1.0M|$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|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$173,304|—|$173,304|

| MILLIMAN|Recordkeeper|$31,442|—|$31,442|

| BANCO POPULAR|Custodian / Trustee|$18,430|—|$18,430|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $223,176

- **Estimated Expense Ratio:** 1.640% 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|$276,976|—|—|—|—|

| 2023|$131,012|$18,263|$12,610|—|—|

| 2022|$134,464|$34,170|—|—|$75,401|

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