Original filing (PDF)20251015115955NAL0002367507001

UNIVERSIDAD CARLOS ALBIZU

Name: UNIVERSIDAD CARLOS ALBIZU — UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA, Form 5500 (2024)
Creator: UNIVERSIDAD CARLOS ALBIZU

Form 5500

FILING_RECEIVED

UNIVERSIDAD CARLOS ALBIZU SAVINGS & INVESTMENT PLA

Defined-contribution retirement plan

Signals · 1

Late participant contributions

Active participants

390

Accounts w/ balance

327

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.0M

How this plan invests

This plan

1 pooled trust

Schedule D

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 12K (1% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSIDAD CARLOS ALBIZU.

Plan sponsor

Name

UNIVERSIDAD CARLOS ALBIZU

EIN

66-0234412

Address

P. O. BOX 9023711 · CALLE TANCA ESQ SAN FRANCISCO 151 V · SAN JUAN, PR · 00902

Phone

(787) 725-6500

Industry

Educational Servicessee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

GALINDEZ LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS, LLC	—	AUSTIN, TX	OTHER	$4K	—

Investments

21 direct securities · 1 pooled fund· $9.0M(99% 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.

Other securities

$9.0M

21 holdings

Common Collective Trust

$22K

1 holding

					% of plan
Blackrock Lifepath Index Retirement K Mutual Fund - 120,554 shares	Other securities	—	—	$1.7M	18.3%
Blackrock Lifepath Index 2045 K Mutual Fund - 66,922 shares	Other securities	—	—	$1.5M	16.4%
Blackrock Lifepath Index 2030 K Mutual Fund - 66,542 shares	Other securities	—	—	$1.1M	12.5%
Blackrock Lifepath Index 2040 K Mutual Fund - 54,938 shares	Other securities	—	—	$1.1M	12.4%
Blackrock Lifepath Index 2035 K Mutual Fund - 53,702 shares	Other securities	—	—	$1.0M	11.2%
Blackrock Lifepath Index 2050 K Mutual Fund - 42,649 shares	Other securities	—	—	$991K	10.9%
Fidelity 500 Index Mutual Fund - 7,837 shares	Other securities	—	—	$311K	3.4%
Blackrock Lifepath Index 2055 K Mutual Fund - 12,023 shares	Other securities	—	—	$290K	3.2%
GWI Fixed Account - Series Class I Fixed Annuities	Other securities	—	—	$242K	2.7%
Fidelity Mid Cap Value Index Mutual Fund - 576 shares	Other securities	—	—	$201K	2.2%
Fidelity Total International Index Mutual Fund - 13 shares	Other securities	—	—	$105K	1.2%
Blackrock Lifepath Index 2060 K Mutual Fund - 4,234 shares	Other securities	—	—	$91K	1.0%
State Street Aggregate Bond Index K Mutual Fund - 163 shares	Other securities	—	—	$69K	0.8%
State Street Small/Mid Cap Equity Idx K Mutual Fund - 817 shares	Other securities	—	—	$66K	0.7%
Fidelity Small Cap Growth Index Mutual Fund - 1,377 shares	Other securities	—	—	$64K	0.7%
American Funds Inflation Linked Bd R6 Mutual Fund - 5,578 shares	Other securities	—	—	$51K	0.6%
AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001	Common Collective Trust	—	—	$22K	0.2%
Blackrock Lifepath Index 2065 K Mutual Fund - 1,407 shares	Other securities	—	—	$21K	0.2%
Fidelity Mid Cap Growth Index Mutual Fund - 7,395 shares	Other securities	—	—	$19K	0.2%
Fidelity Small Cap Value Index Mutual Fund - 223 shares	Other securities	—	—	$11K	0.1%
Fidelity Large Cap Growth Index Mutual Fund - 433 shares	Other securities	—	—	$9K	<0.1%
Putnam Large Cap Value R6 Mutual Fund - 1,522 shares	Other securities	—	—	$6K	<0.1%