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Original filing (PDF)20251010165459NAL0013563936001
EVERTEC GROUP, LLC
Form 5500
FILING_RECEIVED
EVERTEC GROUP, LLC SAVINGS & INVESTMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,270
Accounts w/ balance
1,575
Plan assets (EOY)
$117.6M
Net assets (EOY)
$117.6M
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)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERTEC GROUP, LLC.
Plan sponsor
Name
EVERTEC GROUP, LLC
EIN
66-0449729
Address
HUMAN RESOURCES DEPT. 059 · PO BOX 364527 · SAN JUAN, PR · 009364527
Phone
(787) 759-9999
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-10
Pension benefit codes
3C · Not intended to be qualified
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KEVANE GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | TRUST & RK FEES | $28K | — |
Investments
25 direct securities· $117.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund - Vanguard Ticker: VFIAX | — | — | — | $15.8M | 13.5% | |
| T Rowe PR Retirment 2035-Adv - T Rowe Retirement Ticker: PARKX | — | — | — | $10.1M | 8.6% | |
| Popular, Inc Stock - * Popular, Inc Ticker: BPOP | — | — | — | $9.1M | 7.8% | |
| T Rowe PR Reitrement 2040-Adv - T Rowe Retirement Ticker: PARDX | — | — | — | $8.9M | 7.6% | |
| T Rowe PR Reitrement 2030-Adv - T Rowe Retirement Ticker: PARCX | — | — | — | $8.3M | 7.0% | |
| American Funds Amcap R5 - JP Morgan Ticker: RAFFX | — | — | — | $8.0M | 6.8% | |
| Vanguard Mid-Cap Index Adm - Vanguard Ticker: VIMAX | — | — | — | $7.7M | 6.6% | |
| T Rowe PR Retirment 2025-Adv - T Rowe Retirement Ticker: PARJX | — | — | — | $6.8M | 5.7% | |
| Putnam Equity Income A Putnam Equity Ticker: PEYAX | — | — | — | $5.8M | 4.9% | |
| T Rowe PR Retirment 2045-Adv - T Rowe Retirement Ticker: PARLX | — | — | — | $5.7M | 4.8% | |
| Delaware Small Cap Core-A - Delaware Small Ticker: DCCAX | — | — | — | $5.6M | 4.8% | |
| Government Obligations Insurance Federated Government Service - Ticker: GOSXX | — | — | — | $4.5M | 3.8% | |
| T Rowe PR Retirment 2050-Adv - T Rowe Retirement Ticker: PARFX | — | — | — | $3.8M | 3.3% | |
| Vanguard Wellington Adm - Vanguard Ticker: VWENX | — | — | — | $3.6M | 3.0% | |
| BPPR Deposit Open Account | — | — | — | $3.2M | 2.7% | |
| T Rowe PR Retirment 2055-Adv - T Rowe Retirement Ticker: PAROX | — | — | — | $3.1M | 2.6% | |
| American Funds Europacific Gr R4 - American Funds Ticker: REREX | — | — | — | $2.3M | 2.0% | |
| BlackRock Total Return Fund - BlackRock Ticker: MSHQX | — | — | — | $2.0M | 1.7% | |
| T Rowe PR Retirment 2060-Adv - T Rowe Retirement Ticker: TRRYX | — | — | — | $1.3M | 1.1% | |
| T Rowe PR Reitrement 2020-Adv - T Rowe Retirement Ticker: PARBX | — | — | — | $1.1M | 1.0% | |
| T Rowe Price Retirement 2065 T Rowe Retirement Ticker: PASUX | — | — | — | $238K | 0.2% | |
| T Rowe Retirement Income Adv. T Rowe Retirement Ticker: PARIX | — | — | — | $205K | 0.2% | |
| T Rowe PR Reitrement 2010-Adv - T Rowe Retirement Ticker: PARAX | — | — | — | $79K | <0.1% | |
| T Rowe PR Retirment 2015-Adv - T Rowe Retirement Ticker: PARHX | — | — | — | $20K | <0.1% | |
| BPPR Deposit Open Account | — | — | — | $2K | <0.1% |
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