Puerto Rico Telephone Company Retirement Plan For Certain Former Employees
Sponsored by Puerto Rico Telephone Company · EIN 660564397 · Plan #005
- Total assets
- $72.1M
- Net assets
- $72.1M
- Active participants
- 1
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alliancebernstein L.P. CRD 108477 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliancebernstein L.P. | Investment management, Investment management fees (indirect), Soft dollars commissions | $99,084 |
| Mercer | Actuarial, Direct payment from the plan | $76,386 |
| Kbi Global Investors | Investment management, Investment management fees (direct) | $56,842 |
| Pimco | Investment management, Investment management fees (direct), Investment management fees (indirect) | $34,843 |
| Jpmorgan Chase Bank, N.A. | Trustee (institutional), Direct payment from the plan, Other investment fees and expenses | $28,945 |
| Banco Popular De Puerto Rico | Trustee (institutional), Direct payment from the plan | $27,313 |
| Mercer | Investment advisory (plan), Direct payment from the plan | $24,243 |