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Original filing (PDF)20251202134208NAL0006123043001
CROWLEY LINER SERVICES PUERTO RICO,INC.
Form 5500
FILING_RECEIVED
UNION DE TRONQUISTAS DE PUERTO RICO OF CROWLEY LINER SERVICES PUERTO RICO, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
1 failed disclosureLate filing · 0.5 mo
Active participants
206
Accounts w/ balance
210
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Filed 0.5 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROWLEY LINER SERVICES PUERTO RICO,INC..
Plan sponsor
Name
CROWLEY LINER SERVICES PUERTO RICO,INC.
EIN
66-0208002
Address
P.O. BOX 9023921 · SAN JUAN, PR · 009023921
Phone
(787) 729-1181
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-02
Pension benefit codes
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM PUERTO RICO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM ROC AND CO | 66-0388756 | — | ACCOUNTANT/AUDITOR | $19K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANCO POPULAR | 66-0561870 | — | EMPLOYEE OF EMPLOYER | $21K | — |
| RSM ROC AND CO | 66-0388756 | — | OTHER FEES | $12K | — |
| STRATEGIC ADVISOR INC | 04-2654524 | — | — | $3K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities· $24.2M(99% of reported assets)
Uncategorized
$19.4M
24 holdings
Mutual Funds
$4.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investment Fidelity OTC (256,350.174 units) | — | — | — | $5.5M | 22.5% | |
| s- * Fidelity Investment Fidelity Government Money Market Fd (4,794,142.710 units) | Mutual Funds | — | — | $4.8M | 19.6% | |
| Fidelity Investment Fidelity Spartan 500 Index (20,160.147) | — | — | — | $4.1M | 16.8% | |
| Fidelity Investment Fidelity Freedom 2035-K (139,132.385 units) | — | — | — | $2.2M | 8.9% | |
| MFS Fund Mfs Value Fund-R4 (29,577.448 units) | — | — | — | $1.4M | 5.8% | |
| Fidelity Investment Fidelity Freedom 2030-K (76,466.497 units) | — | — | — | $1.3M | 5.5% | |
| Fidelity Investment Fidelity Freedom 2040-K (65,864.580 units) | — | — | — | $761K | 3.1% | |
| Fidelity Investment Fidelity Freedom 2020-K (49,478.657 units) | — | — | — | $711K | 2.9% | |
| Notes receivable from participants range from 2025 through 2029 | — | — | — | $473K | 1.9% | |
| Fidelity Investment Fidelity Freedom 2025-K (34,448.385 units) | — | — | — | $469K | 1.9% | |
| Fidelity Investment Fidelity Freedom 2045-K (31,676.955 units) | — | — | — | $427K | 1.7% | |
| Janus Investment Fund Janus Henderson Global Research Fdt (2,839.185 units) | — | — | — | $308K | 1.3% | |
| Fidelity Investment Fidelity Freedom 2055-K (19,437.676 units) | — | — | — | $307K | 1.3% | |
| JP Morgan Fund Jpmorgan Govt Bnd-R6 (26,361.908 units) | — | — | — | $248K | 1.0% | |
| Fidelity Investment Fidelity Freedom 2060-K (14,490.895 units) | — | — | — | $210K | 0.9% | |
| Fidelity Investment Fidelity Spartan US Bond Index (17,007.548 units) | — | — | — | $174K | 0.7% | |
| Fidelity Investment Fidelity Freedom 2050-K (12,687.743 units) | — | — | — | $173K | 0.7% | |
| Fidelity Investment Fidelity Puritan Tr (6,168.557 units) | — | — | — | $153K | 0.6% | |
| Fidelity Investment Fidelity Freedom 2065 Fund (7,725.569 units) | — | — | — | $102K | 0.4% | |
| Spartan Fund Spartan International Index Fund (1,985.596 units) | — | — | — | $94K | 0.4% | |
| Fidelity Investment Fidelity Spart Ext Mk In-Fai (927.118 units) | — | — | — | $84K | 0.3% | |
| Fidelity Investment Fidelity Low Priced (1,269.609 units) | — | — | — | $52K | 0.2% | |
| Fidelity Investment Fidelity Diversified International Fund (504.658 units) | — | — | — | $21K | <0.1% | |
| Cash- * Banco Popular de Puerto Rico Time deposit open account | — | — | — | $19K | <0.1% | |
| JP Morgan Fund Jpmorgan US Small Comp-R6 (699.886 units) | — | — | — | $13K | <0.1% |