Puerto Rico Telephone Company Consolidated Retirement Plan For Salaried And Hourly Employees
Sponsored by Puerto Rico Telephone Company · EIN 660564397 · Plan #008
- Total assets
- $797M
- Net assets
- $797M
- Active participants
- 1,291
- 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 (direct), Investment management fees (indirect) | $1,099,045 |
| Kbi Global Investors | Investment management, Investment management fees (direct) | $630,488 |
| Pimco | Investment management, Investment management fees (direct), Investment management fees (indirect) | $386,482 |
| Mercer | Actuarial, Direct payment from the plan | $376,212 |
| Jpmorgan Chase Bank, N.A. | Trustee (institutional), Direct payment from the plan, Other investment fees and expenses | $321,055 |
| Banco Popular De Puerto Rico | Trustee (institutional), Direct payment from the plan | $302,960 |
| Mercer | Investment advisory (plan), Direct payment from the plan | $268,900 |
| Driven Psc | Accounting, Direct payment from the plan | $19,533 |