Plan Ledger DOL Form 5500 · updated monthly

Puerto Rico Telephone Company, Inc.DC plan

CLARO PUERTO RICO EMPLOYEES SAVINGS PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.23%

Puerto Rico Telephone Company, Inc. reported $2,673 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. 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 rose from 0.18% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in PR (268th of 323), and 2,123rd of 2,199 in information & media. active participation has grown from 2,650 to 3,173 since 2022.

Plan summary
Net assets, end of year$1,467,351
Participants with balances185
Active participants3,173
Employer contributions—
Employee contributions$480,636
Employer contribution per active participant—
Average account balance$7,932
Benefits paid to participants$47,796
Plan auditUnmodified (clean) audit opinion
AuditorDRIVEN, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 185 accts
2023$876K · 172 accts
2022$353K · 147 accts
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$2,673 · 0.23%
2023$1,108 · 0.18%
2022Not separately reported
Same employer
Similar plansInformation & Media · PR
Slayton Wireless, LLC OH$1.6M · 0.10%
Cloudone LLC WA$1.5M · 0.84%
I2C, Inc. CA$1.5M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660564397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.