T Mobile Puerto Rico 1165(e) Plan
Sponsored by T Mobile Puerto Rico Llc · EIN 660649631 · Plan #001
- Total assets
- $70.8M
- Net assets
- $70.8M
- Active participants
- 815
- With balances
- 996
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $43,052 |
| Mercer Investments Llc | Investment advisory (plan) | $10,500 |