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Original filing (PDF)20251015143542NAL0009768050001
LUFTHANSA TECHNIK PUERTO RICO LLC
Form 5500
FILING_RECEIVED
LUFTHANSA TECHNIK PUERTO RICO SAVINGS PLAN
Defined-contribution retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
502
Accounts w/ balance
561
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
86
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. Rowe Price Retirement 2060 Fund Mutual Fund -0-" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUFTHANSA TECHNIK PUERTO RICO LLC.
Plan sponsor
Name
LUFTHANSA TECHNIK PUERTO RICO LLC
EIN
66-0816974
Address
PO BOX 797 · SAN ANTONIO · AGUADILLA, PR · 006900797
Phone
(787) 230-7700
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2S · Automatic enrollment
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
SHARON & GONZALEZ, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BPPR - POPULAR FIDUCIARY SERVICES | 66-0561870 | — | RK & 12B 1 FEES | $0 | — |
Investments
14 direct securities· $4.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2060 Fund Mutual Fund -0- | — | — | — | $1.2M | 27.6% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund -0- | — | — | — | $746K | 17.4% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund -0- | — | — | — | $666K | 15.5% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund -0- | — | — | — | $479K | 11.1% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund -0- | — | — | — | $395K | 9.2% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund -0- | — | — | — | $368K | 8.5% | |
| T. Rowe Price Retirement 2030 Fund Mutual Fund -0- | — | — | — | $178K | 4.1% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund -0- | — | — | — | $66K | 1.5% | |
| Vanguard 500 Index Fund Mutual Fund -0- | — | — | — | $65K | 1.5% | |
| Harbor Capital Appreciation Mutual Fund -0- | — | — | — | $62K | 1.5% | |
| MFS Value Fund -R3 Mutual Fund -0- | — | — | — | $15K | 0.3% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund -0- | — | — | — | $10K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund -0- | — | — | — | $7K | 0.2% | |
| Banco Popular of Puerto Rico BPPR Bank Deposit Account -0- | — | — | — | $2K | <0.1% |
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