# Union De Carpinteros De Puerto Rico 401(k) Plan
Source: https://planprovider.pro/companies/union-de-carpinteros-de-puerto-rico-660225596-501

> Union De Carpinteros De Puerto Rico's 401(k) plan: 482 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union De Carpinteros De Puerto Rico

- **Sponsor EIN:** 660225596

- **Sponsor Address:** PO BOX 364506, SAN JUAN, PR, 009364506

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 482

- **Total Assets:** $2.5M

## 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|482|$2.5M|$21,885|$0|

| 2023|470|$2.8M|$26,405|$0|

| 2022|472|$3.1M|$29,062|$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|

| MIRIAM CASTRO CHANDRI|Other Service Provider|$52,422|—|$52,422|

| EFRAIN RODRIGUEZ AND ASSOCIATES|Other Service Provider|$13,650|—|$13,650|

| MARTINEZ ALVAREZ, MENENDEZ CORTADA|Other Service Provider|$10,702|—|$10,702|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,774

- **Estimated Expense Ratio:** 3.072% 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|$346,319|$2,521|—|$9,000|—|

| 2023|$351,230|—|—|$9,000|—|

| 2022|$317,019|$3,217|—|—|$71,285|

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