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  2. UNIVERSIDAD POLITECNICA DE PUERTO RICO
Sponsor portfolio

UNIVERSIDAD POLITECNICA DE PUERTO RICO

EIN 66-0362666-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$20.4M assets
Welfare
0
Participants
464
PO BOX 192017 - SAN JUAN, PR 00919787-753-6569
Plans on this EIN
2 filings
#001ProfitSharing-$19.3M - 419 part#002403b-$1.1M - 45 part

Retirement portfolio analytics

2 plans aggregated / $20.4M assets / 464 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • POLITECNICA RETIREMENT PLAN (#001)94%
  • PR - FLORIDA (#002)6%
Total $20.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • BENEFIT PLANS ADMIN SERVICES, INC.94%
  • (Not disclosed)6%
Total $20.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POLITECNICA RETIREMENT PLAN (#001)419
  • PR - FLORIDA (#002)45
Total 464Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNIVERSIDAD POLITECNICA RETIREMENT PLAN

ProfitSharing

Assets$19.3M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

POLYTECHNIC UNIVERSITY OF PR - FLORIDA

403b

Assets$1.1M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSIDAD POLITECNICA RETIREMENT PLANProfitSharing$19.3M4192025
002POLYTECHNIC UNIVERSITY OF PR - FLORIDA403b$1.1M452025
Retirement plans
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