Original filing (PDF)20251014143844NAL0003177809001

TASIS DORADO EDUCATIONAL FOUNDATION INC.

Name: TASIS DORADO EDUCATIONAL FOUNDATION INC. — TASIS DORADO RETIREMENT PLAN, Form 5500 (2024)
Creator: TASIS DORADO EDUCATIONAL FOUNDATION INC.

Form 5500

FILING_RECEIVED

TASIS DORADO RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

182

Accounts w/ balance

194

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

How this plan invests

This plan

13 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TASIS DORADO EDUCATIONAL FOUNDATION INC..

Plan sponsor

Name

TASIS DORADO EDUCATIONAL FOUNDATION INC.

EIN

66-0743234

Address

11 CARR. 693 · DORADO, PR · 006463452

Phone

(787) 796-0440

Industry

Educational Servicessee 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

2025-10-14

Pension benefit codes

3C · Not intended to be qualified

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

AQUINO, DE CORDOVA, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BPPR -POPULAR FIDUCIARY SERVICES	66-0561870	—	TRUST & RECORDKEEPING FEE	$3K	—

Investments

13 direct securities· $2.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
T Rowe PR Retirement 2050-Adv MUTUAL FUND	—	—	—	$567K	21.5%
T Rowe PR Retirement 2045-Adv MUTUAL FUND	—	—	—	$429K	16.3%
T Rowe PR Retirement 2040-Adv MUTUAL FUND	—	—	—	$376K	14.3%
T Rowe PR Retirement 2035-Adv MUTUAL FUND	—	—	—	$361K	13.7%

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