Plan Ledger DOL Form 5500 · updated monthly

Microsoft Operations Puerto Rico, LLCProfit-sharing plan

ONE MICROSOFT PUERTO RICO RETIREMENT PLAN · HUMACAO, PR · plan year 2023

Reported admin expense ratio · 2023
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Microsoft Operations Puerto Rico, LLC reported $875 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,096 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.005% to 0.003%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 46th-largest of 323 plans among PR employers on file, and the 4,018th of 11,654 in professional & technical services. In 2023, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,435,014
Participants with balances247
Active participants93
Employer contributions$380,924
Employee contributions$1,214,881
Employer contribution per active participant$4,096
Average account balance$127,267
Benefits paid to participants$2,379,718
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$31.4M · 247 accts · $381K emplr
2022$25.9M · 282 accts · $411K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$875
Total administrative$875
Employer contributions to the Microsoft Operations Puerto Rico, LLC plan · 2023
Employer contribution per active participant$4,096
Median for plans this size$2,440
2023$4,096 per active participant
2022$2,916 per active participant

Microsoft Operations Puerto Rico, LLC's 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
BPPR - POPULAR FIDUCIARY SERVICES · Trustee$875

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$875 · 0.00%
2022$1,375 · 0.00%
Similar plansProfessional & Technical Services · PR
Fluor Daniel Caribbean Inc PR$52.3M · 0.35%
Microsoft Caribbean, Inc. PR$38.8M · 0.00%
Ferraiuoli LLC PR$23.3M · 0.23%
GE Industrial of Pr, LLC PR$22.3M · 0.41%
Para la Naturaleza Inc. PR$18.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980459037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.