Plan Ledger DOL Form 5500 · updated monthly

Union de Tronquistas de Puerto Rico401(k)

UNION DE TRONQUISTAS DE PUERTO RICO LOCAL 901 1165(E) PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
2.83%

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

Union de Tronquistas de Puerto Rico reported $68,088 in plan administrative expenses for 2024: 2.83% of average plan assets, higher than ~90% of peers. Employer contributions averaged $772 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 3 years on file its reported administrative ratio has held roughly steady near 2.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in PR (229th of 323), and 2,003rd of 2,677 in transportation & warehousing. In 2024, the employer put in $1.93 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,612,421
Participants with balances368
Active participants368
Employer contributions$284,045
Employee contributions$146,997
Employer contribution per active participant$772
Average account balance$7,099
Benefits paid to participants$166,585
Plan auditUnmodified (clean) audit opinion
AuditorAQUINO DE CORDOVA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 368 accts · $284K emplr
2023$2.2M · 370 accts · $293K emplr
2022$1.6M · 366 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,088
Total administrative$68,088
The Union de Tronquistas de Puerto Rico 401(k) match · 2024
Employer contribution per active participant$772
Median for plans this size$1,313
2024$772 per active participant
2023$793 per active participant
2022$541 per active participant

Union de Tronquistas de Puerto Rico's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
THE 401K COMPANY OF PUERTO RICO · Contract administrator$18,841
AQUINO DE CORDOVA, LLC · Accounting / audit$17,600
LUIS CANDELARIO ROSARIO$4,800
NATIONWIDE PLANNING ASSOCIATES INCindirect comp

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

Administrative cost history3
2024$68,088 · 2.83%
2023$62,422 · 3.26%
2022$61,272 · 2.94%
Similar plansTransportation & Warehousing · PR
Seaborne Virgin Islands PR$1.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660344357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.