Original filing (PDF)20250425081133NAL0005023811001

UNIVERSIDAD POLITECNICA DE PUERTO RICO

Name: UNIVERSIDAD POLITECNICA DE PUERTO RICO — POLYTECHNIC UNIVERSITY OF PR - FLORIDA, Form 5500 (2023)
Creator: UNIVERSIDAD POLITECNICA DE PUERTO RICO

Form 5500-SF

FILING_RECEIVED

POLYTECHNIC UNIVERSITY OF PR - FLORIDA

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$979K

Net assets (EOY)

$979K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSIDAD POLITECNICA DE PUERTO RICO.

Plan sponsor

Name

UNIVERSIDAD POLITECNICA DE PUERTO RICO

EIN

66-0362666

Address

8180 NW 36TH STREET, SUITE 401 · MIAMI, FL · 33166

Phone

(787) 622-8000

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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