Carmen Alfonso signed ASOC Suscripcion Conjunta Seguro Responsabilidad Obligatorio's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ASOC Suscripcion Conjunta Seguro Responsabilidad Obligatorio's EIN is 66-0541406.
Download the official 2024 Form 5500 (PDF) for ASOC Suscripcion Conjunta Seguro Responsabilidad Obligatorio from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ASOC Suscripcion Conjunta Seguro Responsabilidad Obligatorio's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR- POPULAR FIDUCIARY SERVICES | — | SAN JUAN, PR | RECORDKEEPING & TRUSTEE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv Mutual fund, 80,554 shares | Mutual Funds | — | — | $3.5M | 22.8% | |
| MFS Growth Fund Mutual fund, 8,809 shares | Mutual Funds | — | — | $1.8M | 11.7% | |
| Vanguard Target Retirement 2035 Inv Mutual fund, 50,708 shares | Mutual Funds | — | — | $1.2M | 8.0% | |
| Vanguard Target Retirement 2045 Inv Mutual fund, 40,579 shares | Mutual Funds | — | — | $1.2M | 7.9% | |
| Janus Henderson Enterprise Fund Fixed income, 8,203 shares | Mutual Funds | — | — | $1.2M | 7.7% | |
| American Funds Mutual Inv Fund Mutual fund, 18,243 shares | Mutual Funds | — | — | $1.1M | 7.4% | |
| Blackrock Total Return Fund Fixed income, 90,899 shares | Other securities | — | — | $884K | 5.8% | |
| Vanguard Tot Stk Mkt Ind-adm Mutual fund, 5,539 shares | Mutual Funds | — | — | $781K | 5.1% | |
| Vanguard Target Retirement 2030 Inv Mutual fund, 20,196 shares | Mutual Funds | — | — | $765K | 5.0% | |
| Federated Trust for US Treasury Obligations Money market fund, 592,133 shares | U.S. Treasuries | — | — | $592K | 3.9% | |
| American Europacific Grth-R6 Mutual fund, 10,543 shares | Other securities | — | — | $566K | 3.7% | |
| Vanguard Target Retirement 2050 Inv Mutual fund, 10,090 shares | Mutual Funds | — | — | $503K | 3.3% | |
| Royce Special Equity Service Fund Mutual fund, 15,936 shares | Other securities | — | — | $240K | 1.6% | |
| Vanguard Total Bd Mkt Idk-Adm Fixed income, 20,528 shares | Mutual Funds | — | — | $195K | 1.3% | |
| Vanguard Target Retirement 2025 Inv Mutual fund, 10,067 shares | Mutual Funds | — | — | $188K | 1.2% | |
| Vanguard 500 Index Fund Mutual fund, 269 shares | Common Collective Trusts | — | — | $146K | 1.0% | |
| Vanguard Target Retirement 2055 Inv Mutual fund, 1,474 shares | Mutual Funds | — | — | $82K | 0.5% | |
| Notes receivable from participants 16 loans, interest at 1% over prime rate | Other securities | — | — | $67K | 0.4% | |
| Accrued income | Other securities | — | — | $52K | 0.3% | |
| Vanguard Target Retirement 2060 Inv Mutual fund, 798 shares | Mutual Funds | — | — | $41K | 0.3% | |
| Vanguard M/C Grow index-Adm Mutual fund, 244 shares | Mutual Funds | — | — | $27K | 0.2% | |
| Vanguard Tot ints St Idx-Adm Mutual fund, 737 shares | Common Collective Trusts | — | — | $23K | 0.2% | |
| Vanguard Grow Index-adm Mutual fund, 108 shares | Mutual Funds | — | — | $23K | 0.1% | |
| Vanguard Target Retirement 2020 Inv Mutual fund, 818 shares | Mutual Funds | — | — | $22K | 0.1% | |
| Cash | Cash / Money Market | — | — | $17K | 0.1% | |
| Vanguard Target Retirement Incme Inv Mutual fund, 1,314 shares | Mutual Funds | — | — | $17K | 0.1% | |
| BPPR Deposit Open Account Money market fund, 11,532 shares | Cash / Money Market | — | — | $12K | <0.1% | |
| Vanguard Target Retire 2065 Mutual fund, 326 shares | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Federal Money Market Money market fund, 10,326 shares | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
