Puerto Rico Science Technology and Reseach Trust's EIN is 66-0675963.
Download the official 2024 Form 5500 (PDF) for Puerto Rico Science Technology and Reseach Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Puerto Rico Science Technology and Reseach Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS. CO. OF | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSULTIVA WEALTH MANAGEMENT CORP. | — | SAN JUAN, PR | INVESTMENT ADVISOR | $14K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Fundamental Invs R3 Mutual Funds, 7,019.1904 shares | Mutual Funds | — | — | $565K | 16.9% | |
| s - American Century Growth A Mutual Funds, 5,924.9071 shares | Mutual Funds | — | — | $322K | 9.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $284K | 8.5% | |
| American Funds New Perspective R3 Mutual Funds, 4,482.9886 shares | Mutual Funds | — | — | $269K | 8.1% | |
| Hartford International Opportunities R4 Mutual Funds, 12,135.9627 shares | Other securities | — | — | $230K | 6.9% | |
| Columbia Small Cap Index A Mutual Funds, 8,649.5996 shares | Other securities | — | — | $196K | 5.9% | |
| Pioneer Bond A Mutual Funds, 23,034.4398 shares | Other securities | — | — | $189K | 5.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $185K | 5.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 V PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $183K | 5.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 V PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $158K | 4.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 V PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $113K | 3.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 V PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $97K | 2.9% | |
| Baron Emerging Markets Retail Mutual Funds, 6,252.1164 shares | Other securities | — | — | $93K | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 V PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $89K | 2.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 V PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $84K | 2.5% | |
| Blackrock High Yield Inv A Mutual Funds, 11,454.5312 shares | Other securities | — | — | $81K | 2.4% | |
| Fully benefit-responsive contract with an * Key Guarantee Portfolio fund effective interest rate of 1.60% | Bonds / Notes | — | — | $68K | 2.0% | |
| Pimco Income A Mutual Funds, 4,259.1865 shares | Mutual Funds | — | — | $45K | 1.3% | |
| Pimco Int Bond (Usd-Hedged) A Mutual Funds, 4,364.6287 shares | U.S. Treasuries | — | — | $43K | 1.3% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 V PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $36K | 1.1% | |
| Interest rate of as of December 31, 2024 was * Note receivable from participants 9% with maturity on 2029 | Bonds / Notes | — | — | $6K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ADMINISTRATORS GROUP, INC. | — | SAN JUAN, PR | CONTRACT ADMIN | $0 | — |
