Denzil Sardina signed Holsum de Puerto Rico, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Holsum de Puerto Rico, Inc.'s EIN is 66-0563016.
Download the official 2024 Form 5500 (PDF) for Holsum de Puerto Rico, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holsum de Puerto Rico, Inc.'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 | TRUSTEE & RK | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Mid Cap Blend Fd-A Mutual fund | Other securities | — | — | $5.7M | 25.0% | |
| Vanguard 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $5.6M | 24.5% | |
| BPPR Bank Deposits Open Account at December 31, 2024 | Other securities | — | — | $3.9M | 17.1% | |
| Mfs Value A Mutual fund | Mutual Funds | — | — | $1.9M | 8.5% | |
| Mfs Total Return Fund Mutual fund | Mutual Funds | — | — | $1.2M | 5.2% | |
| Blackrock Total Return Fd Mutual fund | Other securities | — | — | $1.1M | 5.0% | |
| T Rowe Price Retirement 2050 Adv Mutual fund | Mutual Funds | — | — | $563K | 2.5% | |
| T Rowe Price Retirement 2055 Adv Mutual fund | Mutual Funds | — | — | $550K | 2.4% | |
| T Rowe Price Retirement 2060- Adv Mutual fund | Mutual Funds | — | — | $532K | 2.3% | |
| Harbor Capital Appreciation Adm Mutual fund | Other securities | — | — | $393K | 1.7% | |
| T Rowe Price Retirement 2035 Adv Mutual fund | Mutual Funds | — | — | $352K | 1.5% | |
| Lord Abbett Short Dur Mutual fund | Mutual Funds | — | — | $199K | 0.9% | |
| T Rowe Price Retirement 2040 Adv Mutual fund | Mutual Funds | — | — | $195K | 0.9% | |
| T Rowe Price Retirement 2045 Adv Mutual fund | Mutual Funds | — | — | $183K | 0.8% | |
| T Rowe Price Retirement 2030 Adv Mutual fund | Mutual Funds | — | — | $152K | 0.7% | |
| T Rowe Price Retirement 2025 Adv Mutual fund | Mutual Funds | — | — | $139K | 0.6% | |
| Columbia Smallcap Index- A Fund Mutual fund | Other securities | — | — | $38K | 0.2% | |
| American Funds Europacific Gr R4 Mutual fund | Mutual Funds | — | — | $27K | 0.1% | |
| T Rowe Price Retirement Income Adv Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| T Rowe Price Retirement 2020 Adv Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| T Rowe Price Retirement 2015 Adv Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| T Rowe Price Retirement 2010 Adv Mutual fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
