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Original filing (PDF)20240415075913NAL0001632257001
DELOITTE LLP
Form 5500
FILING_RECEIVED
DELOITTE SAVINGS PLAN FOR PUERTO RICO
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
147
Accounts w/ balance
217
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DELOITTE LLP.
Plan sponsor
Name
DELOITTE LLP
EIN
13-5133500
Address
30 ROCKEFELLER PLAZA · NEW YORK, NY · 10112
Phone
(212) 489-1600
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
RETIREMENT COMMITTEE C/O STEPHANIE AEDER
EIN
13-2857038
City
NEW YORK, NY
Phone
(212) 489-1600
Plan characteristics
Plan number
006
Plan year
2022
Plan year begin
2022-05-29
Tax period
2023-06-03
Filed
2024-04-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $10K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $6K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $150 | — |
Investments
4 pooled funds· $3.4M(24% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | $1.7M | 12.2% |
| VFTC INST TOT BD MKT IX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | $850K | 6.1% |
| VFTC INSTL TOT STK MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | $745K | 5.3% |
| VANGUARD RETIREMENT SVGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 023 | Common Collective Trust | $104K | 0.7% |
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