# Universidad Carlos Albizu DC Plan
Source: https://planprovider.pro/companies/universidad-carlos-albizu-plan-001

> Universidad Carlos Albizu's DC plan: 390 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universidad Carlos Albizu

- **Sponsor EIN:** 660234412

- **Sponsor Address:** P. O. BOX 9023711, SAN JUAN, PR, 00902

- **Plan Type:** DC

- **Total Participants:** 390

- **Total Assets:** $9.1M

## 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|390|$9.1M|$516,983|$364,697|

| 2023|427|$8.1M|$469,313|$326,438|

| 2022|440|$6.7M|$441,030|$295,335|

## 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|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$22,394|—|$22,394|

| QUINONES ARCHILLA|INVESTMENT ADVISOR|$17,188|—|$17,188|

| GALINDEZ LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GALINDEZ LLC](https://planprovider.pro/provider/galindez-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,582

- **Estimated Expense Ratio:** 0.437% 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|$42,093|$42,093|—|—|—|

| 2023|$36,526|$36,526|—|—|—|

| 2022|$39,933|—|—|—|$39,933|

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