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Original filing (PDF)20250414095037NAL0000709875001
BORINQUEN CONTAINER
Form 5500
FILING_RECEIVED
BORINQUEN CONTAINER CODA RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
170
Accounts w/ balance
191
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
15 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)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BORINQUEN CONTAINER.
Plan sponsor
Name
BORINQUEN CONTAINER
EIN
66-0275132
Address
PO BOX 145170 · ARECIBO, PR · 00614
Phone
(787) 544-5010
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
CROWE PR PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $14K | — |
Investments
15 pooled funds· $1.4M(63% 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 |
|---|---|---|---|
| TRANSAMERICA ASSET ALLOC - GROW POR TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 055 | Pooled Separate Account | $284K | 12.9% |
| TRANSAMERICA ASSET ALLOC - CONSERV TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 052 | Pooled Separate Account | $252K | 11.4% |
| TRANSAMERICA ASSET ALLOC - MOD GROW TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 054 | Pooled Separate Account | $250K | 11.3% |
| TRANSAMERICA ASSET ALLOC - MODERATE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 053 | Pooled Separate Account | $214K | 9.7% |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 114 | Pooled Separate Account | $151K | 6.9% |
| THORNBURG SM MID/CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 095 | Pooled Separate Account | $82K | 3.7% |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 090 | Pooled Separate Account | $74K | 3.4% |
| PIONEER DISCIPLINED VALUE INV OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 092 | Pooled Separate Account | $62K | 2.8% |
| NUVEEN REAL ESTATE SECURITIES RET O TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 075 | Pooled Separate Account | $15K | 0.7% |
| AMERICAN FUNDS SMALLCAP WORLD RET O TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 069 | Pooled Separate Account | $8K | 0.4% |
| ALLSPRING SMALL CAP VALUE INV OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 021 | Pooled Separate Account | $6K | 0.3% |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 068 | Pooled Separate Account | $371 | <0.1% |
| TRANSAMERICA INTERNATIONAL GROWTH R TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 083 | Pooled Separate Account | $342 | <0.1% |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 150 | Pooled Separate Account | $168 | <0.1% |
| PGIM JENNISON NATURAL RESOURCES INV TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 084 | Pooled Separate Account | $0 | <0.1% |
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