How big is CPS Puerto Rico, Inc.'s plan?

CPS Puerto Rico, Inc.'s plan reported $9.3M in assets and 123 participants for 2024.

Original filing (PDF)20250918171031NAL0001653137001

CPS Puerto Rico, Inc.

Name: CPS Puerto Rico, Inc. — CPS Puerto Rico, Inc., Form 5500 (2024)
Creator: CPS Puerto Rico, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CPS Puerto Rico, Inc. 1165(e) Plan

Defined-contribution retirement plan · CPS Puerto Rico, Inc.'s CPS Puerto Rico, Inc. 1165(e) Plan held $9.3M in plan assets for 123 participants in 2024, with BPPR - Popular Fiduciary Services as recordkeeper.

Active participants

123

Accounts w/ balance

173

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

Plan identifiers

CPS Puerto Rico, Inc.'s EIN is 66-0602419.

EIN 66-0602419

Plan number 001

Plan year 2024

ACK ID 20250918171031NAL0001653137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CPS Puerto Rico, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CPS Puerto Rico, Inc.'s plan includes profit-sharing, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CPS PUERTO RICO, INC..

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How this plan invests

This plan

2 pooled trusts

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CPS PUERTO RICO, INC.

EIN

all filings

Address

6022 BLUE CIRCLE DRIVE · MN103-0300 · MINNETONKA, MN · 55343

Phone

(952) 936-1300

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Name

UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE

EIN

41-1321939

City

MINNETONKA, MN

Phone

(952) 936-1300

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BPPR - POPULAR FIDUCIARY SERVICES	66-0561870	—	TRUSTEE & RECORDKEEPER	$19K	—
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$15K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORVIS, LLP

Investments

27 direct securities · 2 pooled funds· $15.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$7.6M

2 holdings

Other securities

$6.4M

11 holdings

Common Collective Trusts

$861K

6 holdings

Mutual Funds

$637K

9 holdings

Agency / Mortgage-Backed

$20K

1 holding

					% of plan
TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001	Common Collective Trust	—	—	$7.3M	78.7%
Transamerica RetireOnTrack 2030 Fund	Other securities	—	—	$1.6M	17.0%
Transamerica RetireOnTrack 2040 Fund	Other securities	—	—	$1.5M	16.1%
Transamerica RetireOnTrack 2055 Fund	Other securities	—	—	$914K	9.9%
Transamerica RetireOnTrack 2020 Fund	Other securities	—	—	$808K	8.7%
Transamerica RetireOnTrack 2045 Fund	Other securities	—	—	$469K	5.1%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$420K	4.5%
Transamerica RetireOnTrack 2060 Fund	Other securities	—	—	$404K	4.4%
Transamerica RetireOnTrack 2010 Fund	Other securities	—	—	$303K	3.3%
RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$299K	3.2%
American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$211K	2.3%
Transamerica RetireOnTrack 2025 Fund	Other securities	—	—	$171K	1.8%
Transamerica RetireOnTrack 2035 Fund	Other securities	—	—	$151K	1.6%
Vanguard Growth Index Fund	Common Collective Trusts	—	—	$139K	1.5%
PIMCO Total Return Fund	Mutual Funds	—	—	$102K	1.1%
Vanguard Small-Cap Growth Index Fund	Common Collective Trusts	—	—	$95K	1.0%
Vanguard Treasury Money Market Fund	Mutual Funds	—	—	$87K	0.9%
Transamerica RetireOnTrack 2015 Fund	Other securities	—	—	$84K	0.9%
Vanguard Mid-Cap Index Fund	Common Collective Trusts	—	—	$83K	0.9%
Vanguard Small-Cap Growth Index Fund	Common Collective Trusts	—	—	$76K	0.8%
American Funds American Mutual Fund	Mutual Funds	—	—	$73K	0.8%
Vanguard Wellington Fund	Mutual Funds	—	—	$69K	0.7%
PIMCO Real Return Fund	Mutual Funds	—	—	$62K	0.7%
Vanguard Real Estate Index Fund	Common Collective Trusts	—	—	$48K	0.5%
Vanguard High-Yield Corporate Fund	Mutual Funds	—	—	$21K	0.2%
Vanguard GNMA Fund	Agency / Mortgage-Backed	—	—	$20K	0.2%
American Funds New World Fund	Mutual Funds	—	—	$11K	0.1%
Transamerica RetireOnTrack 2065 Fund	Other securities	—	—	$5K	<0.1%
Lord Abbett Short Duration Income Fund	Mutual Funds	—	—	$2K	<0.1%