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Original filing (PDF)20251015141127NAL0006374016001
ALIGHT SOLUTIONS CARIBE
Form 5500
FILING_RECEIVED
ALIGHT SOLUTIONS CARIBE, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
366
Accounts w/ balance
407
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
15 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 (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALIGHT SOLUTIONS CARIBE.
Plan sponsor
Name
ALIGHT SOLUTIONS CARIBE
EIN
66-0466974
Address
PO BOX 194926 · SAN JUAN, PR · 009194926
Phone
(787) 379-2168
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
PSV & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POPULAR | 82-1061233 | — | NONE | $23K | — |
Investments
15 direct securities· $8.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tot Stk Mkt Ind-Adm | — | — | — | $1.3M | 15.9% | |
| PIMCO Realpath Blend 2035 Fund Inst | — | — | — | $1.0M | 12.3% | |
| PIMCO Realpath Blend 2055 Fund Inst | — | — | — | $837K | 9.9% | |
| PIMCO Realpath Blend 2045 Fund Inst | — | — | — | $768K | 9.1% | |
| PIMCO Realpath Blend 2050 Fund Inst | — | — | — | $761K | 9.0% | |
| Vanguard Federal Money Market | — | — | — | $581K | 6.9% | |
| BPPR Time Deposit Open Account | — | — | — | $566K | 6.7% | |
| PIMCO Realpath Blend 2040 Fund Inst | — | — | — | $507K | 6.0% | |
| Dodge & Cox Global Stock Fund | — | — | — | $322K | 3.8% | |
| Vanguard Tot Int St Idx-Adm | — | — | — | $318K | 3.8% | |
| Vanguard Total Bd Mkt Idx-Adm | — | — | — | $303K | 3.6% | |
| PIMCO Realpath Blend Inc Fund Inst | — | — | — | $260K | 3.1% | |
| PIMCO Realpath Blend 2030 Fund Inst | — | — | — | $243K | 2.9% | |
| PIMCO Total Return Instl | — | — | — | $133K | 1.6% | |
| PIMCO Realpath Blend 2025 Fund Inst | — | — | — | $119K | 1.4% |
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