# Union De Tronquistas De Puerto Rico 401(k) Plan
Source: https://planprovider.pro/companies/union-de-tronquistas-de-puerto-rico-401k-plan

> Union De Tronquistas De Puerto Rico's 401(k) plan: 368 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 Tronquistas De Puerto Rico

- **Sponsor EIN:** 660344357

- **Sponsor Address:** 352 CALLE DEL PARQUE, SAN JUAN, PR, 00912

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

- **Plan Number:** 002

- **Total Participants:** 368

- **Total Assets:** $2.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|368|$2.6M|$284,045|$146,997|

| 2023|370|$2.2M|$293,437|$166,405|

| 2022|366|$1.7M|$198,072|$304,602|

## 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|

| THE 401K COMPANY OF PUERTO RICO|Other Service Provider|$18,841|$1,156|$19,997|

| AQUINO DE CORDOVA, LLC|Auditor|$17,600|—|$17,600|

| NATIONWIDE PLANNING ASSOCIATES INC|Investment Advisor|—|$6,870|$6,870|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,467

- **Estimated Expense Ratio:** 1.690% 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|$68,088|—|$68,088|—|—|

| 2023|$62,422|—|$62,422|—|—|

| 2022|$61,272|—|$61,272|—|—|

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