Javier J Rivera signed Union de Tronquistas de Puerto Rico's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union de Tronquistas de Puerto Rico's EIN is 66-0344357.
Download the official 2024 Form 5500 (PDF) for Union de Tronquistas de Puerto Rico from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union de Tronquistas de Puerto Rico's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE PLANNING ASSOCIATES INC | — | PARAMUS, NJ | BROKER ADVISOR | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 K Mutual Fund - | Other securities | — | — | $700K | 26.6% | |
| State Street Target Retirement 2035 K Mutual Fund - | Other securities | — | — | $330K | 12.5% | |
| State Street Target Retirement 2040 K Mutual Fund - | Other securities | — | — | $297K | 11.3% | |
| State Street Target Retirement 2025 K Mutual Fund - | Other securities | — | — | $280K | 10.6% | |
| State Street Target Retirement 2020 K Mutual Fund - | Other securities | — | — | $270K | 10.3% | |
| State Street Target Retirement 2045 K Mutual Fund - | Other securities | — | — | $268K | 10.2% | |
| State Street Target Retirement 2050 K Mutual Fund - | Other securities | — | — | $135K | 5.1% | |
| State Street Target Retirement 2055 K Mutual Fund - | Other securities | — | — | $84K | 3.2% | |
| State Street Target Retirement 2060 K Mutual Fund - | Other securities | — | — | $61K | 2.3% | |
| State Street Target Retirement K Mutual Fund - | Other securities | — | — | $42K | 1.6% | |
| State Street Hedged Intl Dev Eq IDX K Mutual Fund - | Common Collective Trusts | — | — | $13K | 0.5% | |
| SSGA Russell SC Grouth Index Collective Trust Fund - 385 SSGA Russell SC Value Index Collective Trust Fund - 617 State ST S&P Index SL CL II Collective Trust Fund - | Common Collective Trusts | — | — | $11K | 0.4% | |
| STATE ST S&P 500 INDX SL C1II STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $11K | 0.4% | |
| EI Fixed Account - Series Class I Fixed Annuities - | Other securities | — | — | $5K | 0.2% | |
| STATE STREET NASDAQ 100 INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $4K | 0.2% | |
| SSGA RUSSELL SMALL MID CAP INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 229 | Common Collective Trust | — | — | $1K | <0.1% | |
| STATE STREET REIT INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 229 | Common Collective Trust | — | — | $924 | <0.1% | |
| SSGA RUSELL SC VALUE INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $617 | <0.1% | |
| SSGA RUSELL SC VALUE INDEX STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 221 | Common Collective Trust | — | — | $385 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE 401K COMPANY OF PUERTO RICO | 66-0708309 | — | CONTRACT ADMIN | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AQUINO DE CORDOVA, LLC | 66-0546035 | — | AUDITORS | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUIS CANDELARIO ROSARIO | — | CAYEY, PR | OTHER | $5K | — |
